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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 | $160,040-56.6% | $147,096-52.8% | $145,877-52.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 9.49% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,077 | $5,289-60.7% | $4,936-57.9% | $4,663-55.4% |
| Participant deferral / active EE | $5,597 | $8,429-33.6% | $8,071-30.6% | $6,691-16.3% |
| Admin fee / account holder | $6,577 | $15,050-56.3% | $13,005-49.4% | $13,402-50.9% |