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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 | $94,218 | $160,040-41.1% | $147,096-35.9% | $145,877-35.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.79% | 98.49%-90.7pp | 419.75%-412.0pp | 551.28%-543.5pp |
| Employer contribution / active EE | $1,490 | $5,289-71.8% | $4,936-69.8% | $4,663-68.0% |
| Participant deferral / active EE | $3,362 | $8,429-60.1% | $8,071-58.3% | $6,691-49.7% |
| Admin fee / account holder | $1,501 | $15,050-90.0% | $13,005-88.5% | $13,402-88.8% |