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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 | $118,062 | $160,028-26.2% | $147,080-19.7% | $145,884-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.95% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $5,255 | $5,286-0.6% | $4,933+6.5% | $4,662+12.7% |
| Participant deferral / active EE | $6,391 | $8,422-24.1% | $8,066-20.8% | $6,690-4.5% |
| Admin fee / account holder | $1,311 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |