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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 | $102,627 | $160,040-35.9% | $147,096-30.2% | $145,877-29.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 7.27% | 98.49%-91.2pp | 419.75%-412.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $3,094 | $5,289-41.5% | $4,936-37.3% | $4,663-33.7% |
| Participant deferral / active EE | $16,174 | $8,429+91.9% | $8,071+100.4% | $6,691+141.7% |
| Admin fee / account holder | $398 | $15,050-97.4% | $13,005-96.9% | $13,402-97.0% |