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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 | $118,977 | $226,135-47.4% | $182,558-34.8% | $152,909-22.2% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.0%+11.5pp | 82.5%+7.0pp |
| Annual return | 4.33% | 192.60%-188.3pp | 148.59%-144.3pp | 345.46%-341.1pp |
| Employer contribution / active EE | $2,555 | $4,979-48.7% | $4,076-37.3% | $4,764-46.4% |
| Participant deferral / active EE | $4,943 | $6,371-22.4% | $5,526-10.5% | $5,851-15.5% |
| Admin fee / account holder | $2,251 | $10,707-79.0% | $8,594-73.8% | $11,601-80.6% |