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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 | $46,803 | $160,040-70.8% | $147,096-68.2% | $145,877-67.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.49% | 98.49%-93.0pp | 419.75%-414.3pp | 551.28%-545.8pp |
| Employer contribution / active EE | $2,137 | $5,289-59.6% | $4,936-56.7% | $4,663-54.2% |
| Participant deferral / active EE | $8,003 | $8,429-5.0% | $8,071-0.8% | $6,691+19.6% |
| Admin fee / account holder | $6,156 | $15,050-59.1% | $13,005-52.7% | $13,402-54.1% |