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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 | $168,946 | $183,592-8.0% | $155,567+8.6% | $145,959+15.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.31% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $5,468 | $5,315+2.9% | $4,674+17.0% | $4,661+17.3% |
| Participant deferral / active EE | $8,505 | $6,464+31.6% | $5,628+51.1% | $6,689+27.2% |
| Admin fee / account holder | $1,500 | $19,318-92.2% | $15,916-90.6% | $13,398-88.8% |