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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 | $141,324 | $160,028-11.7% | $147,080-3.9% | $145,884-3.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 7.99% | 98.60%-90.6pp | 420.17%-412.2pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,282 | $5,286-56.8% | $4,933-53.8% | $4,662-51.1% |
| Participant deferral / active EE | $10,779 | $8,422+28.0% | $8,066+33.6% | $6,690+61.1% |
| Admin fee / account holder | $9,226 | $15,030-38.6% | $12,989-29.0% | $13,392-31.1% |