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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 | $172,026 | $165,399+4.0% | $149,745+14.9% | $158,982+8.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.08% | 348.34%-340.3pp | 276.72%-268.6pp | 302.99%-294.9pp |
| Employer contribution / active EE | $13,000 | $5,105+154.7% | $4,646+179.8% | $4,763+172.9% |
| Participant deferral / active EE | $6,477 | $7,183-9.8% | $6,843-5.4% | $5,983+8.2% |
| Admin fee / account holder | $8,035 | $10,811-25.7% | $9,312-13.7% | $11,252-28.6% |