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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 | $150,830 | $157,296-4.1% | $141,191+6.8% | $152,897-1.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.60% | 64.34%-50.7pp | 71.41%-57.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $3,188 | $5,262-39.4% | $4,736-32.7% | $4,764-33.1% |
| Participant deferral / active EE | $5,826 | $7,111-18.1% | $6,710-13.2% | $5,851-0.4% |
| Admin fee / account holder | $1,127 | $12,125-90.7% | $10,264-89.0% | $11,599-90.3% |