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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 | $159,978-70.2% | $147,041-67.5% | $145,978-67.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.29% | 98.36%-89.1pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $3,780 | $5,288-28.5% | $4,935-23.4% | $4,662-18.9% |
| Participant deferral / active EE | $7,828 | $8,429-7.1% | $8,071-3.0% | $6,690+17.0% |
| Admin fee / account holder | $1,499 | $15,053-90.0% | $13,006-88.5% | $13,400-88.8% |