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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 | $102,605 | $160,040-35.9% | $147,096-30.2% | $145,877-29.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.35% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,225 | $5,289-76.8% | $4,936-75.2% | $4,663-73.7% |
| Participant deferral / active EE | $4,391 | $8,429-47.9% | $8,071-45.6% | $6,691-34.4% |
| Admin fee / account holder | $743 | $15,050-95.1% | $13,005-94.3% | $13,402-94.5% |