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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 | $76,144 | $160,028-52.4% | $147,080-48.2% | $145,884-47.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.57% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $10,853 | $5,286+105.3% | $4,933+120.0% | $4,662+132.8% |
| Participant deferral / active EE | $8,989 | $8,422+6.7% | $8,066+11.4% | $6,690+34.4% |
| Admin fee / account holder | $12,122 | $15,030-19.3% | $12,989-6.7% | $13,392-9.5% |