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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 | $176,105-26.2% | $159,474-18.5% | $167,536-22.5% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 7.63% | 331.91%-324.3pp | 263.68%-256.0pp | 478.82%-471.2pp |
| Employer contribution / active EE | $3,346 | $5,299-36.9% | $4,831-30.7% | $4,839-30.9% |
| Participant deferral / active EE | $6,505 | $7,751-16.1% | $7,353-11.5% | $6,342+2.6% |
| Admin fee / account holder | $387 | $12,559-96.9% | $10,802-96.4% | $12,315-96.9% |