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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 | $17,804 | $160,070-88.9% | $147,117-87.9% | $145,897-87.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 9.01% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,334 | $5,285-36.9% | $4,932-32.4% | $4,663-28.5% |
| Participant deferral / active EE | $3,357 | $8,419-60.1% | $8,065-58.4% | $6,689-49.8% |
| Admin fee / account holder | $825 | $15,035-94.5% | $12,993-93.7% | $13,390-93.8% |