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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 | $51,708 | $202,342-74.4% | $172,753-70.1% | $152,909-66.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 11.82% | 1029.88%-1018.1pp | 803.00%-791.2pp | 345.46%-333.6pp |
| Employer contribution / active EE | $5,131 | $5,857-12.4% | $5,144-0.3% | $4,764+7.7% |
| Participant deferral / active EE | $5,245 | $5,948-11.8% | $5,198+0.9% | $5,851-10.4% |
| Admin fee / account holder | $16,302 | $17,112-4.7% | $13,956+16.8% | $11,601+40.5% |