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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 | $160,028-44.9% | $147,080-40.1% | $145,884-39.6% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.5pp |
| Annual return | 8.41% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $3,386 | $5,286-35.9% | $4,933-31.4% | $4,662-27.4% |
| Participant deferral / active EE | $8,714 | $8,422+3.5% | $8,066+8.0% | $6,690+30.3% |
| Admin fee / account holder | $8,736 | $15,030-41.9% | $12,989-32.7% | $13,392-34.8% |