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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 | $159,978+53.1% | $147,041+66.6% | $145,978+67.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.50% | 98.36%-89.9pp | 419.21%-410.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $1,662 | $5,288-68.6% | $4,935-66.3% | $4,662-64.3% |
| Participant deferral / active EE | $8,789 | $8,429+4.3% | $8,071+8.9% | $6,690+31.4% |
| Admin fee / account holder | $13,780 | $15,053-8.5% | $13,006+5.9% | $13,400+2.8% |