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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 | $181,879 | $209,336-13.1% | $197,124-7.7% | $137,256+32.5% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 10.51% | 48.09%-37.6pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $10,079 | $6,591+52.9% | $6,227+61.8% | $4,156+142.5% |
| Participant deferral / active EE | $8,308 | $9,614-13.6% | $9,135-9.0% | $6,407+29.7% |
| Admin fee / account holder | $62,559 | $17,308+261.5% | $16,298+283.8% | $12,270+409.8% |