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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 | $112,110 | $106,008+5.8% | $92,240+21.5% | $147,586-24.0% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 7.53% | 50.05%-42.5pp | 176.29%-168.8pp | 578.59%-571.1pp |
| Employer contribution / active EE | $2,606 | $4,333-39.9% | $3,680-29.2% | $4,876-46.5% |
| Participant deferral / active EE | $6,856 | $4,478+53.1% | $3,897+75.9% | $5,439+26.1% |
| Admin fee / account holder | $441 | $6,333-93.0% | $5,194-91.5% | $10,886-96.0% |