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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 | $227,014 | $157,304+44.3% | $141,197+60.8% | $152,909+48.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 5.48% | 64.34%-58.9pp | 71.41%-65.9pp | 345.46%-340.0pp |
| Employer contribution / active EE | $7,375 | $5,263+40.1% | $4,736+55.7% | $4,764+54.8% |
| Participant deferral / active EE | $4,846 | $7,111-31.8% | $6,710-27.8% | $5,851-17.2% |
| Admin fee / account holder | $10,510 | $12,126-13.3% | $10,265+2.4% | $11,601-9.4% |