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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 | $64,957 | $209,425-69.0% | $178,499-63.6% | $158,966-59.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.78% | 188.80%-184.0pp | 151.10%-146.3pp | 302.95%-298.2pp |
| Employer contribution / active EE | $4,697 | $5,707-17.7% | $5,011-6.3% | $4,762-1.4% |
| Participant deferral / active EE | $7,083 | $5,955+18.9% | $5,202+36.1% | $5,983+18.4% |
| Admin fee / account holder | $28,807 | $17,078+68.7% | $13,986+106.0% | $11,250+156.1% |