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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 | $199,238 | $159,978+24.5% | $147,041+35.5% | $145,978+36.5% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 8.65% | 98.36%-89.7pp | 419.21%-410.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,966 | $8,429+42.0% | $8,071+48.3% | $6,690+78.9% |
| Admin fee / account holder | $9,504 | $15,053-36.9% | $13,006-26.9% | $13,400-29.1% |