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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 | $139,995 | $165,381-15.4% | $149,730-6.5% | $158,966-11.9% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 7.62% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.3pp |
| Employer contribution / active EE | $9,504 | $5,104+86.2% | $4,645+104.6% | $4,762+99.6% |
| Participant deferral / active EE | $8,669 | $7,182+20.7% | $6,843+26.7% | $5,983+44.9% |
| Admin fee / account holder | $1,833 | $10,809-83.0% | $9,310-80.3% | $11,250-83.7% |