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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 | $20,747 | $160,070-87.0% | $147,117-85.9% | $145,897-85.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.94% | 98.69%-91.7pp | 420.54%-413.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $3,457 | $5,285-34.6% | $4,932-29.9% | $4,663-25.9% |
| Participant deferral / active EE | $13,753 | $8,419+63.3% | $8,065+70.5% | $6,689+105.6% |
| Admin fee / account holder | $329 | $15,035-97.8% | $12,993-97.5% | $13,390-97.5% |