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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 | $165,351+4.0% | $149,710+14.9% | $158,931+8.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.08% | 348.19%-340.1pp | 276.63%-268.6pp | 302.86%-294.8pp |
| Employer contribution / active EE | $13,000 | $5,103+154.7% | $4,645+179.9% | $4,761+173.0% |
| Participant deferral / active EE | $6,477 | $7,181-9.8% | $6,842-5.3% | $5,982+8.3% |
| Admin fee / account holder | $8,035 | $10,807-25.6% | $9,309-13.7% | $11,247-28.6% |