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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 | $140,353 | $160,028-12.3% | $147,080-4.6% | $145,884-3.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $1,278 | $5,286-75.8% | $4,933-74.1% | $4,662-72.6% |
| Participant deferral / active EE | $7,903 | $8,422-6.2% | $8,066-2.0% | $6,690+18.1% |
| Admin fee / account holder | $2,460 | $15,030-83.6% | $12,989-81.1% | $13,392-81.6% |