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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 | $81,400 | $160,028-49.1% | $147,080-44.7% | $145,884-44.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 8.41% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.4pp |
| Employer contribution / active EE | $1,731 | $5,286-67.2% | $4,933-64.9% | $4,662-62.9% |
| Participant deferral / active EE | $11,827 | $8,422+40.4% | $8,066+46.6% | $6,690+76.8% |
| Admin fee / account holder | $2,611 | $15,030-82.6% | $12,989-79.9% | $13,392-80.5% |