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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 | $167,291 | $202,342-17.3% | $172,752-3.2% | $152,897+9.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 10.53% | 1029.83%-1019.3pp | 802.97%-792.4pp | 345.43%-334.9pp |
| Employer contribution / active EE | $2,529 | $5,858-56.8% | $5,144-50.8% | $4,764-46.9% |
| Participant deferral / active EE | $3,658 | $5,948-38.5% | $5,198-29.6% | $5,851-37.5% |
| Admin fee / account holder | $1,419 | $17,111-91.7% | $13,955-89.8% | $11,599-87.8% |