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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 | $141,361 | $160,028-11.7% | $147,080-3.9% | $145,884-3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.51% | 98.60%-91.1pp | 420.17%-412.7pp | 551.85%-544.3pp |
| Employer contribution / active EE | $5,905 | $5,286+11.7% | $4,933+19.7% | $4,662+26.7% |
| Participant deferral / active EE | $15,414 | $8,422+83.0% | $8,066+91.1% | $6,690+130.4% |
| Admin fee / account holder | $1,362 | $15,030-90.9% | $12,989-89.5% | $13,392-89.8% |