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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 | $137,192 | $184,000-25.4% | $162,185-15.4% | $152,909-10.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 5.38% | 150.80%-145.4pp | 115.61%-110.2pp | 345.46%-340.1pp |
| Employer contribution / active EE | $2,268 | $6,370-64.4% | $5,613-59.6% | $4,764-52.4% |
| Participant deferral / active EE | $5,556 | $8,033-30.8% | $7,297-23.9% | $5,851-5.0% |
| Admin fee / account holder | $3,089 | $13,124-76.5% | $10,844-71.5% | $11,601-73.4% |