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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 | $98,159 | $159,978-38.6% | $147,041-33.2% | $145,978-32.8% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 8.08% | 98.36%-90.3pp | 419.21%-411.1pp | 550.52%-542.4pp |
| Employer contribution / active EE | $3,151 | $5,288-40.4% | $4,935-36.2% | $4,662-32.4% |
| Participant deferral / active EE | $11,664 | $8,429+38.4% | $8,071+44.5% | $6,690+74.4% |
| Admin fee / account holder | $2,465 | $15,053-83.6% | $13,006-81.0% | $13,400-81.6% |