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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 | $132,341 | $160,040-17.3% | $147,096-10.0% | $145,877-9.3% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 9.18% | 98.49%-89.3pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,877 | $5,289-45.6% | $4,936-41.7% | $4,663-38.3% |
| Participant deferral / active EE | $4,479 | $8,429-46.9% | $8,071-44.5% | $6,691-33.1% |
| Admin fee / account holder | $4,485 | $15,050-70.2% | $13,005-65.5% | $13,402-66.5% |