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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 | $166,870 | $175,231-4.8% | $149,696+11.5% | $139,466+19.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 3.98% | 166.77%-162.8pp | 134.46%-130.5pp | 373.66%-369.7pp |
| Employer contribution / active EE | $3,268 | $5,478-40.3% | $4,821-32.2% | $4,754-31.3% |
| Participant deferral / active EE | $5,095 | $6,521-21.9% | $5,682-10.3% | $6,712-24.1% |
| Admin fee / account holder | $3,157 | $16,155-80.5% | $13,212-76.1% | $11,409-72.3% |