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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 | $129,737+18.5% | $119,126+29.0% | $154,746-0.7% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 0.61% | 379.08%-378.5pp | 282.11%-281.5pp | 172.34%-171.7pp |
| Employer contribution / active EE | $2,403 | $4,375-45.1% | $4,034-40.4% | $4,379-45.1% |
| Participant deferral / active EE | $4,661 | $5,842-20.2% | $5,318-12.3% | $6,730-30.7% |
| Admin fee / account holder | $4,406 | $11,961-63.2% | $10,693-58.8% | $14,365-69.3% |