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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 | $160,040-27.3% | $147,096-21.0% | $145,877-20.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.41% | 98.49%-89.1pp | 419.75%-410.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,560 | $5,289-51.6% | $4,936-48.1% | $4,663-45.1% |
| Participant deferral / active EE | $13,956 | $8,429+65.6% | $8,071+72.9% | $6,691+108.6% |
| Admin fee / account holder | $1,417 | $15,050-90.6% | $13,005-89.1% | $13,402-89.4% |