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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 | $120,646 | $114,119+5.7% | $107,187+12.6% | $138,895-13.1% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 5.05% | 273.21%-268.2pp | 204.55%-199.5pp | 145.39%-140.3pp |
| Employer contribution / active EE | $2,306 | $4,059-43.2% | $3,782-39.0% | $4,194-45.0% |
| Participant deferral / active EE | $5,850 | $5,538+5.6% | $5,096+14.8% | $6,396-8.5% |
| Admin fee / account holder | $141,702 | $10,024+1313.7% | $9,162+1446.6% | $12,562+1028.0% |