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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 | $194,575 | $209,425-7.1% | $178,499+9.0% | $158,966+22.4% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 5.87% | 188.80%-182.9pp | 151.10%-145.2pp | 302.95%-297.1pp |
| Employer contribution / active EE | $5,835 | $5,707+2.2% | $5,011+16.4% | $4,762+22.5% |
| Participant deferral / active EE | $9,720 | $5,955+63.2% | $5,202+86.8% | $5,983+62.5% |
| Admin fee / account holder | $54,875 | $17,078+221.3% | $13,986+292.4% | $11,250+387.8% |