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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 | $176,755 | $159,978+10.5% | $147,041+20.2% | $145,978+21.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 4.54% | 98.36%-93.8pp | 419.21%-414.7pp | 550.52%-546.0pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,806 | $8,429+28.2% | $8,071+33.9% | $6,690+61.5% |
| Admin fee / account holder | $662 | $15,053-95.6% | $13,006-94.9% | $13,400-95.1% |