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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 | $49,044 | $160,070-69.4% | $147,117-66.7% | $145,897-66.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.14% | 98.69%-92.6pp | 420.54%-414.4pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,520 | $5,285-71.2% | $4,932-69.2% | $4,663-67.4% |
| Participant deferral / active EE | $9,536 | $8,419+13.3% | $8,065+18.3% | $6,689+42.6% |
| Admin fee / account holder | $20,314 | $15,035+35.1% | $12,993+56.3% | $13,390+51.7% |