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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 | $147,633 | $114,119+29.4% | $107,187+37.7% | $138,895+6.3% |
| Participation rate | 73.7% | 78.1%-4.4pp | 75.0%-1.3pp | 79.9%-6.2pp |
| Annual return | 10.08% | 273.21%-263.1pp | 204.55%-194.5pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,033 | $4,059-25.3% | $3,782-19.8% | $4,194-27.7% |
| Participant deferral / active EE | $6,910 | $5,538+24.8% | $5,096+35.6% | $6,396+8.0% |
| Admin fee / account holder | $1,312 | $10,024-86.9% | $9,162-85.7% | $12,562-89.6% |