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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 | $71,176 | $176,077-59.6% | $159,455-55.4% | $167,518-57.5% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 8.05% | 331.83%-323.8pp | 263.63%-255.6pp | 478.71%-470.7pp |
| Employer contribution / active EE | $5,708 | $5,298+7.7% | $4,830+18.2% | $4,838+18.0% |
| Participant deferral / active EE | $8,708 | $7,751+12.3% | $7,353+18.4% | $6,342+37.3% |
| Admin fee / account holder | $15,044 | $12,556+19.8% | $10,800+39.3% | $12,312+22.2% |