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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 | $212,785 | $165,361+28.7% | $149,715+42.1% | $158,950+33.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.66% | 348.24%-344.6pp | 276.66%-273.0pp | 302.91%-299.2pp |
| Employer contribution / active EE | $4,446 | $5,103-12.9% | $4,645-4.3% | $4,762-6.6% |
| Participant deferral / active EE | $12,342 | $7,182+71.9% | $6,842+80.4% | $5,983+106.3% |
| Admin fee / account holder | $4,788 | $10,808-55.7% | $9,310-48.6% | $11,248-57.4% |