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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 | $134,817-10.5% | $123,973-2.7% | $155,188-22.3% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.7%+6.7pp | 80.8%+2.5pp |
| Annual return | 5.05% | 515.49%-510.4pp | 388.13%-383.1pp | 148.84%-143.8pp |
| Employer contribution / active EE | $2,306 | $4,425-47.9% | $4,126-44.1% | $4,248-45.7% |
| Participant deferral / active EE | $5,850 | $5,706+2.5% | $5,247+11.5% | $6,531-10.4% |
| Admin fee / account holder | $141,702 | $13,245+969.8% | $11,799+1101.0% | $14,480+878.6% |