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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 | $189,576 | $148,623+27.6% | $135,974+39.4% | $139,466+35.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 79.30%-67.5pp | 68.30%-56.5pp | 373.66%-361.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $5,762 | $12,406-53.6% | $10,767-46.5% | $11,409-49.5% |