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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 | $194,197 | $160,040+21.3% | $147,096+32.0% | $145,877+33.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.39% | 98.49%-91.1pp | 419.75%-412.4pp | 551.28%-543.9pp |
| Employer contribution / active EE | $4,298 | $5,289-18.8% | $4,936-12.9% | $4,663-7.8% |
| Participant deferral / active EE | $9,423 | $8,429+11.8% | $8,071+16.8% | $6,691+40.8% |
| Admin fee / account holder | $54,820 | $15,050+264.3% | $13,005+321.5% | $13,402+309.0% |