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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 | $34,913 | $160,028-78.2% | $147,080-76.3% | $145,884-76.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.52% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,975 | $5,286-43.7% | $4,933-39.7% | $4,662-36.2% |
| Participant deferral / active EE | $5,839 | $8,422-30.7% | $8,066-27.6% | $6,690-12.7% |
| Admin fee / account holder | $11,020 | $15,030-26.7% | $12,989-15.2% | $13,392-17.7% |