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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 | $86,184 | $160,040-46.1% | $147,096-41.4% | $145,877-40.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.01% | 98.49%-89.5pp | 419.75%-410.7pp | 551.28%-542.3pp |
| Employer contribution / active EE | $2,888 | $5,289-45.4% | $4,936-41.5% | $4,663-38.1% |
| Participant deferral / active EE | $9,331 | $8,429+10.7% | $8,071+15.6% | $6,691+39.5% |
| Admin fee / account holder | $41,811 | $15,050+177.8% | $13,005+221.5% | $13,402+212.0% |