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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 | $160,040+14.3% | $147,096+24.4% | $145,877+25.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.79% | 98.49%-95.7pp | 419.75%-417.0pp | 551.28%-548.5pp |
| Employer contribution / active EE | $2,819 | $5,289-46.7% | $4,936-42.9% | $4,663-39.6% |
| Participant deferral / active EE | $2,828 | $8,429-66.4% | $8,071-65.0% | $6,691-57.7% |
| Admin fee / account holder | $32,902 | $15,050+118.6% | $13,005+153.0% | $13,402+145.5% |