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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 | $37,620 | $159,978-76.5% | $147,041-74.4% | $145,978-74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.27% | 98.36%-92.1pp | 419.21%-412.9pp | 550.52%-544.2pp |
| Employer contribution / active EE | $2,758 | $5,288-47.8% | $4,935-44.1% | $4,662-40.8% |
| Participant deferral / active EE | $5,130 | $8,429-39.1% | $8,071-36.4% | $6,690-23.3% |
| Admin fee / account holder | $2,260 | $15,053-85.0% | $13,006-82.6% | $13,400-83.1% |