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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 | $98,371 | $160,070-38.5% | $147,117-33.1% | $145,897-32.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 7.68% | 98.69%-91.0pp | 420.54%-412.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $3,646 | $5,285-31.0% | $4,932-26.1% | $4,663-21.8% |
| Participant deferral / active EE | $9,969 | $8,419+18.4% | $8,065+23.6% | $6,689+49.0% |
| Admin fee / account holder | $337 | $15,035-97.8% | $12,993-97.4% | $13,390-97.5% |