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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 | $160,545 | $209,425-23.3% | $178,499-10.1% | $158,966+1.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.65% | 188.80%-185.1pp | 151.10%-147.4pp | 302.95%-299.3pp |
| Employer contribution / active EE | $2,015 | $5,707-64.7% | $5,011-59.8% | $4,762-57.7% |
| Participant deferral / active EE | $3,410 | $5,955-42.7% | $5,202-34.4% | $5,983-43.0% |
| Admin fee / account holder | $6,394 | $17,078-62.6% | $13,986-54.3% | $11,250-43.2% |