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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 | $132,402 | $202,342-34.6% | $172,752-23.4% | $152,897-13.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 11.81% | 1029.83%-1018.0pp | 802.97%-791.2pp | 345.43%-333.6pp |
| Employer contribution / active EE | $1,422 | $5,858-75.7% | $5,144-72.4% | $4,764-70.2% |
| Participant deferral / active EE | $3,062 | $5,948-48.5% | $5,198-41.1% | $5,851-47.7% |
| Admin fee / account holder | $5,289 | $17,111-69.1% | $13,955-62.1% | $11,599-54.4% |