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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 | $178,330 | $148,623+20.0% | $135,974+31.2% | $139,466+27.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.98% | 79.30%-74.3pp | 68.30%-63.3pp | 373.66%-368.7pp |
| Employer contribution / active EE | $3,755 | $5,246-28.4% | $4,859-22.7% | $4,754-21.0% |
| Participant deferral / active EE | $8,657 | $8,103+6.8% | $7,760+11.6% | $6,712+29.0% |
| Admin fee / account holder | $1,246 | $12,406-90.0% | $10,767-88.4% | $11,409-89.1% |