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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 | $95,408 | $165,381-42.3% | $149,730-36.3% | $158,966-40.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.38% | 348.29%-340.9pp | 276.70%-269.3pp | 302.95%-295.6pp |
| Employer contribution / active EE | $6,000 | $5,104+17.6% | $4,645+29.2% | $4,762+26.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $11,342 | $10,809+4.9% | $9,310+21.8% | $11,250+0.8% |