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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 | $153,678 | $171,492-10.4% | $150,734+2.0% | $198,609-22.6% |
| Participation rate | 91.7% | 81.4%+10.3pp | 78.4%+13.2pp | 82.4%+9.3pp |
| Annual return | 0.61% | 804.70%-804.1pp | 600.81%-600.2pp | 202.70%-202.1pp |
| Employer contribution / active EE | $2,403 | $5,470-56.1% | $4,918-51.1% | $5,055-52.5% |
| Participant deferral / active EE | $4,661 | $6,259-25.5% | $5,610-16.9% | $6,977-33.2% |
| Admin fee / account holder | $4,406 | $17,628-75.0% | $14,905-70.4% | $19,030-76.8% |