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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 | $118,297 | $165,361-28.5% | $149,715-21.0% | $158,950-25.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.47% | 348.24%-343.8pp | 276.66%-272.2pp | 302.91%-298.4pp |
| Employer contribution / active EE | $2,789 | $5,103-45.3% | $4,645-40.0% | $4,762-41.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,120 | $10,808-89.6% | $9,310-88.0% | $11,248-90.0% |