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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 | $87,642 | $160,070-45.2% | $147,117-40.4% | $145,897-39.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.02% | 98.69%-89.7pp | 420.54%-411.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $6,627 | $5,285+25.4% | $4,932+34.4% | $4,663+42.1% |
| Participant deferral / active EE | $23,362 | $8,419+177.5% | $8,065+189.7% | $6,689+249.2% |
| Admin fee / account holder | $9,842 | $15,035-34.5% | $12,993-24.2% | $13,390-26.5% |