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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 | $47,739 | $159,934-70.2% | $147,005-67.5% | $145,959-67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.29% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $3,780 | $5,287-28.5% | $4,934-23.4% | $4,661-18.9% |
| Participant deferral / active EE | $7,828 | $8,427-7.1% | $8,070-3.0% | $6,689+17.0% |
| Admin fee / account holder | $1,499 | $15,053-90.0% | $13,006-88.5% | $13,398-88.8% |