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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 | $205,205 | $159,934+28.3% | $147,005+39.6% | $145,959+40.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.45% | 98.24%-89.8pp | 418.76%-410.3pp | 561.95%-553.5pp |
| Employer contribution / active EE | $2,194 | $5,287-58.5% | $4,934-55.5% | $4,661-52.9% |
| Participant deferral / active EE | $2,781 | $8,427-67.0% | $8,070-65.5% | $6,689-58.4% |
| Admin fee / account holder | $1,355 | $15,053-91.0% | $13,006-89.6% | $13,398-89.9% |