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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 | $69,468 | $160,070-56.6% | $147,117-52.8% | $145,897-52.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.49% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,077 | $5,285-60.7% | $4,932-57.9% | $4,663-55.4% |
| Participant deferral / active EE | $5,597 | $8,419-33.5% | $8,065-30.6% | $6,689-16.3% |
| Admin fee / account holder | $6,577 | $15,035-56.3% | $12,993-49.4% | $13,390-50.9% |