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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 | $129,919 | $176,077-26.2% | $159,455-18.5% | $167,518-22.4% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 7.63% | 331.83%-324.2pp | 263.63%-256.0pp | 478.71%-471.1pp |
| Employer contribution / active EE | $3,346 | $5,298-36.8% | $4,830-30.7% | $4,838-30.8% |
| Participant deferral / active EE | $6,505 | $7,751-16.1% | $7,353-11.5% | $6,342+2.6% |
| Admin fee / account holder | $387 | $12,556-96.9% | $10,800-96.4% | $12,312-96.9% |