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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 | $178,008 | $183,988-3.3% | $162,177+9.8% | $152,897+16.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.47% | 150.79%-139.3pp | 115.60%-104.1pp | 345.43%-334.0pp |
| Employer contribution / active EE | $4,725 | $6,370-25.8% | $5,613-15.8% | $4,764-0.8% |
| Participant deferral / active EE | $7,780 | $8,032-3.1% | $7,297+6.6% | $5,851+33.0% |
| Admin fee / account holder | $719 | $13,123-94.5% | $10,843-93.4% | $11,599-93.8% |