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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 | $89,966 | $88,778+1.3% | $81,844+9.9% | $145,884-38.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 9.44% | 1033.03%-1023.6pp | 778.87%-769.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,780 | $3,087-42.3% | $2,916-39.0% | $4,662-61.8% |
| Participant deferral / active EE | $3,463 | $4,648-25.5% | $4,323-19.9% | $6,690-48.2% |
| Admin fee / account holder | $716 | $8,430-91.5% | $7,355-90.3% | $13,392-94.7% |