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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 | $129,558 | $148,629-12.8% | $135,982-4.7% | $139,487-7.1% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 9.30% | 79.33%-70.0pp | 68.32%-59.0pp | 373.84%-364.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,090 | $8,102+12.2% | $7,760+17.1% | $6,713+35.4% |
| Admin fee / account holder | $17,353 | $12,406+39.9% | $10,767+61.2% | $11,407+52.1% |