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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 | $85,454 | $165,399-48.3% | $149,745-42.9% | $158,982-46.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.12% | 348.34%-343.2pp | 276.72%-271.6pp | 302.99%-297.9pp |
| Employer contribution / active EE | $3,261 | $5,105-36.1% | $4,646-29.8% | $4,763-31.5% |
| Participant deferral / active EE | $5,402 | $7,183-24.8% | $6,843-21.1% | $5,983-9.7% |
| Admin fee / account holder | $7,570 | $10,811-30.0% | $9,312-18.7% | $11,252-32.7% |