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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 | $110,920 | $198,462-44.1% | $170,439-34.9% | $147,585-24.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.91% | 257.30%-248.4pp | 205.94%-197.0pp | 578.58%-569.7pp |
| Employer contribution / active EE | $5,597 | $6,184-9.5% | $5,433+3.0% | $4,876+14.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,302 | $16,852-80.4% | $13,881-76.2% | $10,886-69.7% |