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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 | $114,368 | $159,978-28.5% | $147,041-22.2% | $145,978-21.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 6.84% | 98.36%-91.5pp | 419.21%-412.4pp | 550.52%-543.7pp |
| Employer contribution / active EE | $3,547 | $5,288-32.9% | $4,935-28.1% | $4,662-23.9% |
| Participant deferral / active EE | $6,352 | $8,429-24.6% | $8,071-21.3% | $6,690-5.1% |
| Admin fee / account holder | $10,654 | $15,053-29.2% | $13,006-18.1% | $13,400-20.5% |