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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 | $194,292 | $102,595+89.4% | $94,057+106.6% | $154,746+25.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 6.59% | 583.42%-576.8pp | 480.62%-474.0pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,738 | $3,147-44.8% | $2,933-40.8% | $4,379-60.3% |
| Participant deferral / active EE | $3,666 | $5,118-28.4% | $4,709-22.2% | $6,730-45.5% |
| Admin fee / account holder | $3,090 | $7,736-60.1% | $7,244-57.3% | $14,365-78.5% |