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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 | $70,078 | $60,139+16.5% | $90,461-22.5% | $79,856-12.2% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 8.57% | 71.96%-63.4pp | 1294.76%-1286.2pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,070 | $2,939+106.5% | $3,964+53.1% | $3,741+62.3% |
| Admin fee / account holder | $6,194 | $3,978+55.7% | $5,617+10.3% | $5,306+16.7% |