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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 | $196,477 | $209,874-6.4% | $189,537+3.7% | $167,536+17.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.02% | 748.61%-740.6pp | 555.34%-547.3pp | 478.82%-470.8pp |
| Employer contribution / active EE | $1,936 | $6,913-72.0% | $6,161-68.6% | $4,839-60.0% |
| Participant deferral / active EE | $3,895 | $8,934-56.4% | $8,220-52.6% | $6,342-38.6% |
| Admin fee / account holder | $2,112 | $14,299-85.2% | $12,048-82.5% | $12,315-82.9% |