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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 | $103,655 | $160,028-35.2% | $147,080-29.5% | $145,884-28.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 9.11% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,424 | $5,286-54.1% | $4,933-50.9% | $4,662-48.0% |
| Participant deferral / active EE | $6,468 | $8,422-23.2% | $8,066-19.8% | $6,690-3.3% |
| Admin fee / account holder | $1,145 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |