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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 | $244,963 | $160,070+53.0% | $147,117+66.5% | $145,897+67.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.50% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,662 | $5,285-68.5% | $4,932-66.3% | $4,663-64.4% |
| Participant deferral / active EE | $8,789 | $8,419+4.4% | $8,065+9.0% | $6,689+31.4% |
| Admin fee / account holder | $13,780 | $15,035-8.3% | $12,993+6.1% | $13,390+2.9% |