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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 | $117,901 | $159,978-26.3% | $147,041-19.8% | $145,978-19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.65% | 98.36%-90.7pp | 419.21%-411.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $2,506 | $5,288-52.6% | $4,935-49.2% | $4,662-46.2% |
| Participant deferral / active EE | $8,415 | $8,429-0.2% | $8,071+4.3% | $6,690+25.8% |
| Admin fee / account holder | $1,363 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |