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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 | $107,523 | $160,070-32.8% | $147,117-26.9% | $145,897-26.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 7.76% | 98.69%-90.9pp | 420.54%-412.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,865 | $5,285-45.8% | $4,932-41.9% | $4,663-38.5% |
| Participant deferral / active EE | $4,661 | $8,419-44.6% | $8,065-42.2% | $6,689-30.3% |
| Admin fee / account holder | $2,768 | $15,035-81.6% | $12,993-78.7% | $13,390-79.3% |