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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 | $137,452 | $160,028-14.1% | $147,080-6.5% | $145,884-5.8% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 9.61% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $3,620 | $5,286-31.5% | $4,933-26.6% | $4,662-22.4% |
| Participant deferral / active EE | $7,975 | $8,422-5.3% | $8,066-1.1% | $6,690+19.2% |
| Admin fee / account holder | $2,625 | $15,030-82.5% | $12,989-79.8% | $13,392-80.4% |