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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 | $57,199 | $160,070-64.3% | $147,117-61.1% | $145,897-60.8% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 9.04% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $3,191 | $5,285-39.6% | $4,932-35.3% | $4,663-31.6% |
| Participant deferral / active EE | $8,869 | $8,419+5.3% | $8,065+10.0% | $6,689+32.6% |
| Admin fee / account holder | $4,593 | $15,035-69.5% | $12,993-64.7% | $13,390-65.7% |