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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 | $99,229 | $160,070-38.0% | $147,117-32.6% | $145,897-32.0% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 9.18% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,262 | $5,285-57.2% | $4,932-54.1% | $4,663-51.5% |
| Participant deferral / active EE | $4,308 | $8,419-48.8% | $8,065-46.6% | $6,689-35.6% |
| Admin fee / account holder | $10,056 | $15,035-33.1% | $12,993-22.6% | $13,390-24.9% |