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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 | $80,692 | $160,070-49.6% | $147,117-45.2% | $145,897-44.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 6.81% | 98.69%-91.9pp | 420.54%-413.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $4,424 | $5,285-16.3% | $4,932-10.3% | $4,663-5.1% |
| Participant deferral / active EE | $4,465 | $8,419-47.0% | $8,065-44.6% | $6,689-33.3% |
| Admin fee / account holder | $495 | $15,035-96.7% | $12,993-96.2% | $13,390-96.3% |