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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 | $51,972 | $160,070-67.5% | $147,117-64.7% | $145,897-64.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 9.31% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,152 | $5,285-59.3% | $4,932-56.4% | $4,663-53.8% |
| Participant deferral / active EE | $9,397 | $8,419+11.6% | $8,065+16.5% | $6,689+40.5% |
| Admin fee / account holder | $1,375 | $15,035-90.9% | $12,993-89.4% | $13,390-89.7% |