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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 | $237,772 | $160,028+48.6% | $147,080+61.7% | $145,884+63.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.35% | 98.60%-89.2pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,158 | $8,422+32.5% | $8,066+38.3% | $6,690+66.8% |
| Admin fee / account holder | $4,650 | $15,030-69.1% | $12,989-64.2% | $13,392-65.3% |