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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 | $105,662 | $99,011+6.7% | $86,582+22.0% | $147,586-28.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 8.54% | 1312.75%-1304.2pp | 965.08%-956.5pp | 578.59%-570.1pp |
| Employer contribution / active EE | $1,890 | $3,132-39.7% | $2,839-33.4% | $4,876-61.2% |
| Participant deferral / active EE | $3,450 | $3,972-13.2% | $3,609-4.4% | $5,439-36.6% |
| Admin fee / account holder | $1,881 | $5,709-67.1% | $4,904-61.6% | $10,886-82.7% |