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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 | $88,098 | $160,070-45.0% | $147,117-40.1% | $145,897-39.6% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.4pp | 80.3%-9.5pp |
| Annual return | 8.41% | 98.69%-90.3pp | 420.54%-412.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $3,386 | $5,285-35.9% | $4,932-31.4% | $4,663-27.4% |
| Participant deferral / active EE | $8,714 | $8,419+3.5% | $8,065+8.0% | $6,689+30.3% |
| Admin fee / account holder | $8,736 | $15,035-41.9% | $12,993-32.8% | $13,390-34.8% |