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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 | $67,731 | $156,963-56.8% | $121,204-44.1% | $139,466-51.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 8.87% | 1476.75%-1467.9pp | 987.18%-978.3pp | 373.66%-364.8pp |
| Employer contribution / active EE | $2,499 | $5,544-54.9% | $4,170-40.1% | $4,754-47.4% |
| Participant deferral / active EE | $5,210 | $4,848+7.5% | $4,083+27.6% | $6,712-22.4% |
| Admin fee / account holder | $3,965 | $6,953-43.0% | $5,651-29.8% | $11,409-65.2% |