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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 | $59,060 | $160,040-63.1% | $147,096-59.8% | $145,877-59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.09% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,783 | $5,289-47.4% | $4,936-43.6% | $4,663-40.3% |
| Participant deferral / active EE | $8,099 | $8,429-3.9% | $8,071+0.3% | $6,691+21.0% |
| Admin fee / account holder | $1,187 | $15,050-92.1% | $13,005-90.9% | $13,402-91.1% |