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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 | $130,573 | $72,071+81.2% | $68,368+91.0% | $137,256-4.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 9.42% | 353.14%-343.7pp | 292.57%-283.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,613 | $2,788-6.3% | $2,649-1.4% | $4,156-37.1% |
| Participant deferral / active EE | $6,136 | $4,410+39.1% | $4,123+48.8% | $6,407-4.2% |
| Admin fee / account holder | $671 | $5,336-87.4% | $5,150-87.0% | $12,270-94.5% |