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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 | $123,635 | $70,366+75.7% | $66,674+85.4% | $138,895-11.0% |
| Participation rate | 81.3% | 76.2%+5.1pp | 73.7%+7.6pp | 79.9%+1.3pp |
| Annual return | 8.57% | 386.41%-377.8pp | 321.24%-312.7pp | 145.39%-136.8pp |
| Employer contribution / active EE | $2,496 | $2,765-9.7% | $2,620-4.7% | $4,194-40.5% |
| Participant deferral / active EE | $5,827 | $4,374+33.2% | $4,084+42.7% | $6,396-8.9% |
| Admin fee / account holder | $1,500 | $5,262-71.5% | $5,098-70.6% | $12,562-88.1% |