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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 | $191,051 | $171,867+11.2% | $149,721+27.6% | $147,586+29.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 6.04% | 2113.36%-2107.3pp | 1501.67%-1495.6pp | 578.59%-572.5pp |
| Employer contribution / active EE | $2,694 | $6,275-57.1% | $5,444-50.5% | $4,876-44.8% |
| Participant deferral / active EE | $11,747 | $7,270+61.6% | $6,568+78.8% | $5,439+116.0% |
| Admin fee / account holder | $11,451 | $13,799-17.0% | $11,282+1.5% | $10,886+5.2% |