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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 | $91,333 | $160,070-42.9% | $147,117-37.9% | $145,897-37.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.46% | 98.69%-91.2pp | 420.54%-413.1pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,614 | $5,285-50.5% | $4,932-47.0% | $4,663-43.9% |
| Participant deferral / active EE | $3,747 | $8,419-55.5% | $8,065-53.5% | $6,689-44.0% |
| Admin fee / account holder | $8,705 | $15,035-42.1% | $12,993-33.0% | $13,390-35.0% |