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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,448 | $183,627+13.0% | $155,602+33.3% | $145,978+42.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 7.65% | 61.32%-53.7pp | 64.81%-57.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $3,841 | $5,316-27.8% | $4,675-17.9% | $4,662-17.6% |
| Participant deferral / active EE | $7,748 | $6,466+19.8% | $5,629+37.6% | $6,690+15.8% |
| Admin fee / account holder | $1,936 | $19,327-90.0% | $15,923-87.8% | $13,400-85.6% |