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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 | $137,821 | $134,817+2.2% | $123,973+11.2% | $155,188-11.2% |
| Participation rate | 72.7% | 79.4%-6.7pp | 76.7%-3.9pp | 80.8%-8.1pp |
| Annual return | 5.56% | 515.49%-509.9pp | 388.13%-382.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $2,083 | $4,425-52.9% | $4,126-49.5% | $4,248-51.0% |
| Participant deferral / active EE | $7,714 | $5,706+35.2% | $5,247+47.0% | $6,531+18.1% |
| Admin fee / account holder | $13,023 | $13,245-1.7% | $11,799+10.4% | $14,480-10.1% |