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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 | $91,205 | $160,070-43.0% | $147,117-38.0% | $145,897-37.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.17% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,322 | $5,285-56.1% | $4,932-52.9% | $4,663-50.2% |
| Participant deferral / active EE | $6,155 | $8,419-26.9% | $8,065-23.7% | $6,689-8.0% |
| Admin fee / account holder | $3,246 | $15,035-78.4% | $12,993-75.0% | $13,390-75.8% |