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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 | $119,404 | $175,257-31.9% | $149,717-20.2% | $139,456-14.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.64% | 166.70%-159.1pp | 134.41%-126.8pp | 373.45%-365.8pp |
| Employer contribution / active EE | $3,825 | $5,477-30.2% | $4,820-20.6% | $4,753-19.5% |
| Participant deferral / active EE | $8,395 | $6,521+28.7% | $5,682+47.8% | $6,711+25.1% |
| Admin fee / account holder | $1,380 | $16,156-91.5% | $13,213-89.6% | $11,407-87.9% |