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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 | $116,274 | $160,070-27.4% | $147,117-21.0% | $145,897-20.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.41% | 98.69%-89.3pp | 420.54%-411.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,560 | $5,285-51.6% | $4,932-48.1% | $4,663-45.1% |
| Participant deferral / active EE | $13,956 | $8,419+65.8% | $8,065+73.1% | $6,689+108.6% |
| Admin fee / account holder | $1,417 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |