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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 | $83,738 | $160,028-47.7% | $147,080-43.1% | $145,884-42.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 8.99% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.9pp |
| Employer contribution / active EE | $3,352 | $5,286-36.6% | $4,933-32.1% | $4,662-28.1% |
| Participant deferral / active EE | $11,140 | $8,422+32.3% | $8,066+38.1% | $6,690+66.5% |
| Admin fee / account holder | $1,023 | $15,030-93.2% | $12,989-92.1% | $13,392-92.4% |