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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 | $91,787 | $165,381-44.5% | $149,730-38.7% | $158,966-42.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.79% | 348.29%-344.5pp | 276.70%-272.9pp | 302.95%-299.2pp |
| Employer contribution / active EE | $6,561 | $5,104+28.5% | $4,645+41.2% | $4,762+37.8% |
| Participant deferral / active EE | $6,869 | $7,182-4.4% | $6,843+0.4% | $5,983+14.8% |
| Admin fee / account holder | $1,849 | $10,809-82.9% | $9,310-80.1% | $11,250-83.6% |