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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 | $72,511 | $160,028-54.7% | $147,080-50.7% | $145,884-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.87% | 98.60%-92.7pp | 420.17%-414.3pp | 551.85%-546.0pp |
| Employer contribution / active EE | $6,776 | $5,286+28.2% | $4,933+37.4% | $4,662+45.3% |
| Participant deferral / active EE | $14,348 | $8,422+70.4% | $8,066+77.9% | $6,690+114.5% |
| Admin fee / account holder | $6,337 | $15,030-57.8% | $12,989-51.2% | $13,392-52.7% |