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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 | $29,636 | $159,934-81.5% | $147,005-79.8% | $145,959-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.51% | 98.24%-89.7pp | 418.76%-410.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,191 | $5,287-77.5% | $4,934-75.9% | $4,661-74.5% |
| Participant deferral / active EE | $4,212 | $8,427-50.0% | $8,070-47.8% | $6,689-37.0% |
| Admin fee / account holder | $4,306 | $15,053-71.4% | $13,006-66.9% | $13,398-67.9% |