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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 | $39,608 | $160,070-75.3% | $147,117-73.1% | $145,897-72.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 9.50% | 98.69%-89.2pp | 420.54%-411.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $2,147 | $5,285-59.4% | $4,932-56.5% | $4,663-53.9% |
| Participant deferral / active EE | $7,674 | $8,419-8.9% | $8,065-4.8% | $6,689+14.7% |
| Admin fee / account holder | $2,658 | $15,035-82.3% | $12,993-79.5% | $13,390-80.2% |