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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 | $156,820 | $209,425-25.1% | $178,499-12.1% | $158,966-1.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.68% | 188.80%-183.1pp | 151.10%-145.4pp | 302.95%-297.3pp |
| Employer contribution / active EE | $5,956 | $5,707+4.4% | $5,011+18.9% | $4,762+25.1% |
| Participant deferral / active EE | $3,664 | $5,955-38.5% | $5,202-29.6% | $5,983-38.8% |
| Admin fee / account holder | $2,344 | $17,078-86.3% | $13,986-83.2% | $11,250-79.2% |