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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 | $69,008 | $160,028-56.9% | $147,080-53.1% | $145,884-52.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 5.78% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $2,957 | $5,286-44.0% | $4,933-40.1% | $4,662-36.6% |
| Participant deferral / active EE | $5,111 | $8,422-39.3% | $8,066-36.6% | $6,690-23.6% |
| Admin fee / account holder | $1,182 | $15,030-92.1% | $12,989-90.9% | $13,392-91.2% |