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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 | $179,998 | $176,077+2.2% | $159,455+12.9% | $167,518+7.4% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 4.41% | 331.83%-327.4pp | 263.63%-259.2pp | 478.71%-474.3pp |
| Employer contribution / active EE | $2,034 | $5,298-61.6% | $4,830-57.9% | $4,838-58.0% |
| Participant deferral / active EE | $5,021 | $7,751-35.2% | $7,353-31.7% | $6,342-20.8% |
| Admin fee / account holder | $29,444 | $12,556+134.5% | $10,800+172.6% | $12,312+139.1% |