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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 | $179,493 | $176,077+1.9% | $159,455+12.6% | $167,518+7.1% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 8.57% | 331.83%-323.3pp | 263.63%-255.1pp | 478.71%-470.1pp |
| Employer contribution / active EE | $5,283 | $5,298-0.3% | $4,830+9.4% | $4,838+9.2% |
| Participant deferral / active EE | $9,536 | $7,751+23.0% | $7,353+29.7% | $6,342+50.4% |
| Admin fee / account holder | $1,628 | $12,556-87.0% | $10,800-84.9% | $12,312-86.8% |