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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 | $139,539 | $176,120-20.8% | $159,487-12.5% | $167,553-16.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.00% | 331.95%-323.9pp | 263.71%-255.7pp | 478.89%-470.9pp |
| Employer contribution / active EE | $1,704 | $5,299-67.8% | $4,831-64.7% | $4,840-64.8% |
| Participant deferral / active EE | $7,239 | $7,752-6.6% | $7,354-1.6% | $6,343+14.1% |
| Admin fee / account holder | $5,632 | $12,561-55.2% | $10,804-47.9% | $12,316-54.3% |