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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 | $247,513 | $160,070+54.6% | $147,117+68.2% | $145,897+69.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 8.48% | 98.69%-90.2pp | 420.54%-412.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,427 | $5,285-54.1% | $4,932-50.8% | $4,663-47.9% |
| Participant deferral / active EE | $13,945 | $8,419+65.6% | $8,065+72.9% | $6,689+108.5% |
| Admin fee / account holder | $177,036 | $15,035+1077.5% | $12,993+1262.6% | $13,390+1222.1% |