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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 | $110,646 | $111,535-0.8% | $105,223+5.2% | $137,256-19.4% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.0%-2.3pp | 80.0%-7.2pp |
| Annual return | 9.53% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,671 | $3,939-32.2% | $3,689-27.6% | $4,156-35.7% |
| Participant deferral / active EE | $3,721 | $5,500-32.3% | $5,072-26.6% | $6,407-41.9% |
| Admin fee / account holder | $1,191 | $9,721-87.7% | $8,859-86.6% | $12,270-90.3% |