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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 | $217,459 | $160,070+35.9% | $147,117+47.8% | $145,897+49.0% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 8.06% | 98.69%-90.6pp | 420.54%-412.5pp | 552.29%-544.2pp |
| Employer contribution / active EE | $8,620 | $5,285+63.1% | $4,932+74.8% | $4,663+84.9% |
| Participant deferral / active EE | $15,136 | $8,419+79.8% | $8,065+87.7% | $6,689+126.3% |
| Admin fee / account holder | $24,954 | $15,035+66.0% | $12,993+92.1% | $13,390+86.4% |