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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 | $147,007 | $157,304-6.5% | $141,197+4.1% | $152,909-3.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 4.94% | 64.34%-59.4pp | 71.41%-66.5pp | 345.46%-340.5pp |
| Employer contribution / active EE | $3,279 | $5,263-37.7% | $4,736-30.8% | $4,764-31.2% |
| Participant deferral / active EE | $3,820 | $7,111-46.3% | $6,710-43.1% | $5,851-34.7% |
| Admin fee / account holder | $25,050 | $12,126+106.6% | $10,265+144.0% | $11,601+115.9% |