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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 | $86,181 | $160,070-46.2% | $147,117-41.4% | $145,897-40.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 9.63% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,676 | $5,285-49.4% | $4,932-45.7% | $4,663-42.6% |
| Participant deferral / active EE | $3,650 | $8,419-56.7% | $8,065-54.7% | $6,689-45.4% |
| Admin fee / account holder | $3,656 | $15,035-75.7% | $12,993-71.9% | $13,390-72.7% |