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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 | $63,450 | $160,028-60.4% | $147,080-56.9% | $145,884-56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.31% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $3,474 | $5,286-34.3% | $4,933-29.6% | $4,662-25.5% |
| Participant deferral / active EE | $12,197 | $8,422+44.8% | $8,066+51.2% | $6,690+82.3% |
| Admin fee / account holder | $3,998 | $15,030-73.4% | $12,989-69.2% | $13,392-70.1% |