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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 | $168,099 | $160,070+5.0% | $147,117+14.3% | $145,897+15.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.87% | 98.69%-94.8pp | 420.54%-416.7pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,510 | $5,285-71.4% | $4,932-69.4% | $4,663-67.6% |
| Participant deferral / active EE | $8,987 | $8,419+6.7% | $8,065+11.4% | $6,689+34.4% |
| Admin fee / account holder | $5,168 | $15,035-65.6% | $12,993-60.2% | $13,390-61.4% |