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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 | $175,712 | $160,070+9.8% | $147,117+19.4% | $145,897+20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.94% | 98.69%-89.8pp | 420.54%-411.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,572 | $5,285-32.4% | $4,932-27.6% | $4,663-23.4% |
| Participant deferral / active EE | $11,434 | $8,419+35.8% | $8,065+41.8% | $6,689+70.9% |
| Admin fee / account holder | $4,272 | $15,035-71.6% | $12,993-67.1% | $13,390-68.1% |