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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 | $38,533 | $160,040-75.9% | $147,096-73.8% | $145,877-73.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 5.85% | 98.49%-92.6pp | 419.75%-413.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $4,631 | $5,289-12.4% | $4,936-6.2% | $4,663-0.7% |
| Participant deferral / active EE | $9,479 | $8,429+12.5% | $8,071+17.4% | $6,691+41.7% |
| Admin fee / account holder | $5,737 | $15,050-61.9% | $13,005-55.9% | $13,402-57.2% |