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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 | $92,652 | $148,623-37.7% | $135,974-31.9% | $139,466-33.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.85% | 79.30%-68.4pp | 68.30%-57.5pp | 373.66%-362.8pp |
| Employer contribution / active EE | $2,234 | $5,246-57.4% | $4,859-54.0% | $4,754-53.0% |
| Participant deferral / active EE | $3,390 | $8,103-58.2% | $7,760-56.3% | $6,712-49.5% |
| Admin fee / account holder | $6,349 | $12,406-48.8% | $10,767-41.0% | $11,409-44.3% |