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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 | $86,395 | $160,070-46.0% | $147,117-41.3% | $145,897-40.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.01% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,202 | $5,285-58.3% | $4,932-55.4% | $4,663-52.8% |
| Participant deferral / active EE | $3,082 | $8,419-63.4% | $8,065-61.8% | $6,689-53.9% |
| Admin fee / account holder | $18,239 | $15,035+21.3% | $12,993+40.4% | $13,390+36.2% |