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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 | $182,941 | $160,070+14.3% | $147,117+24.4% | $145,897+25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.79% | 98.69%-95.9pp | 420.54%-417.7pp | 552.29%-549.5pp |
| Employer contribution / active EE | $2,819 | $5,285-46.7% | $4,932-42.9% | $4,663-39.5% |
| Participant deferral / active EE | $2,828 | $8,419-66.4% | $8,065-64.9% | $6,689-57.7% |
| Admin fee / account holder | $32,902 | $15,035+118.8% | $12,993+153.2% | $13,390+145.7% |