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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 | $61,305 | $160,040-61.7% | $147,096-58.3% | $145,877-58.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.60% | 98.49%-90.9pp | 419.75%-412.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $20,000 | $5,289+278.1% | $4,936+305.2% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,412 | $15,050-44.1% | $13,005-35.3% | $13,402-37.2% |