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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 | $50,717 | $103,008-50.8% | $90,304-43.8% | $152,897-66.8% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 4.36% | 95.22%-90.9pp | 78.13%-73.8pp | 345.43%-341.1pp |
| Employer contribution / active EE | $4,176 | $3,139+33.0% | $2,855+46.3% | $4,764-12.3% |
| Participant deferral / active EE | $4,895 | $4,281+14.3% | $3,885+26.0% | $5,851-16.3% |
| Admin fee / account holder | $4,423 | $6,175-28.4% | $5,354-17.4% | $11,599-61.9% |