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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 | $56,734 | $159,978-64.5% | $147,041-61.4% | $145,978-61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.51% | 98.36%-89.9pp | 419.21%-410.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $5,359 | $5,288+1.3% | $4,935+8.6% | $4,662+15.0% |
| Participant deferral / active EE | $20,013 | $8,429+137.4% | $8,071+148.0% | $6,690+199.2% |
| Admin fee / account holder | $437 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |