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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 | $116,773 | $160,070-27.0% | $147,117-20.6% | $145,897-20.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.14% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $6,664 | $5,285+26.1% | $4,932+35.1% | $4,663+42.9% |
| Participant deferral / active EE | $10,524 | $8,419+25.0% | $8,065+30.5% | $6,689+57.3% |
| Admin fee / account holder | $4,200 | $15,035-72.1% | $12,993-67.7% | $13,390-68.6% |