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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 | $159,673 | $160,028-0.2% | $147,080+8.6% | $145,884+9.5% |
| Participation rate | 82.6% | 84.0%-1.4pp | 82.2%+0.4pp | 80.3%+2.3pp |
| Annual return | 9.02% | 98.60%-89.6pp | 420.17%-411.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,825 | $5,286-46.5% | $4,933-42.7% | $4,662-39.4% |
| Participant deferral / active EE | $12,368 | $8,422+46.9% | $8,066+53.3% | $6,690+84.9% |
| Admin fee / account holder | $11,673 | $15,030-22.3% | $12,989-10.1% | $13,392-12.8% |