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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 | $127,352 | $202,342-37.1% | $172,752-26.3% | $152,897-16.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.12% | 1029.83%-1018.7pp | 802.97%-791.8pp | 345.43%-334.3pp |
| Employer contribution / active EE | $2,967 | $5,858-49.3% | $5,144-42.3% | $4,764-37.7% |
| Participant deferral / active EE | $9,950 | $5,948+67.3% | $5,198+91.4% | $5,851+70.1% |
| Admin fee / account holder | $1,380 | $17,111-91.9% | $13,955-90.1% | $11,599-88.1% |