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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 | $131,294 | $176,077-25.4% | $159,455-17.7% | $167,518-21.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.77% | 331.83%-327.1pp | 263.63%-258.9pp | 478.71%-473.9pp |
| Employer contribution / active EE | $2,102 | $5,298-60.3% | $4,830-56.5% | $4,838-56.6% |
| Participant deferral / active EE | $4,659 | $7,751-39.9% | $7,353-36.6% | $6,342-26.5% |
| Admin fee / account holder | $4,609 | $12,556-63.3% | $10,800-57.3% | $12,312-62.6% |