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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 | $139,947 | $160,028-12.5% | $147,080-4.8% | $145,884-4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 98.60%-88.9pp | 420.17%-410.5pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,275 | $5,286-57.0% | $4,933-53.9% | $4,662-51.2% |
| Participant deferral / active EE | $11,249 | $8,422+33.6% | $8,066+39.5% | $6,690+68.2% |
| Admin fee / account holder | $15,252 | $15,030+1.5% | $12,989+17.4% | $13,392+13.9% |