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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 | $41,002 | $160,040-74.4% | $147,096-72.1% | $145,877-71.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.92% | 98.49%-89.6pp | 419.75%-410.8pp | 551.28%-542.4pp |
| Employer contribution / active EE | $3,103 | $5,289-41.3% | $4,936-37.1% | $4,663-33.5% |
| Participant deferral / active EE | $4,387 | $8,429-47.9% | $8,071-45.6% | $6,691-34.4% |
| Admin fee / account holder | $9,993 | $15,050-33.6% | $13,005-23.2% | $13,402-25.4% |