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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 | $123,943 | $198,457-37.5% | $170,435-27.3% | $147,586-16.0% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 8.22% | 257.30%-249.1pp | 205.94%-197.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $5,667 | $6,183-8.4% | $5,432+4.3% | $4,876+16.2% |
| Participant deferral / active EE | $6,764 | $5,629+20.2% | $4,939+36.9% | $5,439+24.4% |
| Admin fee / account holder | $105,661 | $16,852+527.0% | $13,881+661.2% | $10,886+870.6% |