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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 | $160,040-42.9% | $147,096-37.9% | $145,877-37.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.46% | 98.49%-91.0pp | 419.75%-412.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,614 | $5,289-50.6% | $4,936-47.0% | $4,663-43.9% |
| Participant deferral / active EE | $3,747 | $8,429-55.5% | $8,071-53.6% | $6,691-44.0% |
| Admin fee / account holder | $8,705 | $15,050-42.2% | $13,005-33.1% | $13,402-35.1% |