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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 | $132,793 | $160,070-17.0% | $147,117-9.7% | $145,897-9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.48% | 98.69%-93.2pp | 420.54%-415.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,690 | $5,285-49.1% | $4,932-45.5% | $4,663-42.3% |
| Participant deferral / active EE | $8,031 | $8,419-4.6% | $8,065-0.4% | $6,689+20.1% |
| Admin fee / account holder | $9,678 | $15,035-35.6% | $12,993-25.5% | $13,390-27.7% |