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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 | $77,673 | $185,225-58.1% | $142,898-45.6% | $167,536-53.6% |
| Participation rate | 75.0% | 78.5%-3.5pp | 72.0%+3.0pp | 82.1%-7.1pp |
| Annual return | 6.34% | 8558.12%-8551.8pp | 5639.64%-5633.3pp | 478.82%-472.5pp |
| Employer contribution / active EE | $2,196 | $5,607-60.8% | $4,146-47.0% | $4,839-54.6% |
| Participant deferral / active EE | $3,058 | $4,496-32.0% | $3,838-20.3% | $6,342-51.8% |
| Admin fee / account holder | $3,676 | $8,032-54.2% | $6,560-44.0% | $12,315-70.2% |