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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 | $150,801 | $176,077-14.4% | $159,455-5.4% | $167,518-10.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.28% | 331.83%-329.6pp | 263.63%-261.3pp | 478.71%-476.4pp |
| Employer contribution / active EE | $4,005 | $5,298-24.4% | $4,830-17.1% | $4,838-17.2% |
| Participant deferral / active EE | $10,551 | $7,751+36.1% | $7,353+43.5% | $6,342+66.4% |
| Admin fee / account holder | $5,994 | $12,556-52.3% | $10,800-44.5% | $12,312-51.3% |