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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 | $101,143 | $160,070-36.8% | $147,117-31.2% | $145,897-30.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 8.15% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $6,775 | $5,285+28.2% | $4,932+37.3% | $4,663+45.3% |
| Participant deferral / active EE | $14,214 | $8,419+68.8% | $8,065+76.3% | $6,689+112.5% |
| Admin fee / account holder | $3,743 | $15,035-75.1% | $12,993-71.2% | $13,390-72.0% |