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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 | $52,903 | $159,934-66.9% | $147,005-64.0% | $145,959-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.98% | 98.24%-90.3pp | 418.76%-410.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $4,955 | $5,287-6.3% | $4,934+0.4% | $4,661+6.3% |
| Participant deferral / active EE | $9,186 | $8,427+9.0% | $8,070+13.8% | $6,689+37.3% |
| Admin fee / account holder | $919 | $15,053-93.9% | $13,006-92.9% | $13,398-93.1% |