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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 | $71,576 | $169,361-57.7% | $129,397-44.7% | $145,877-50.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.82% | 14395.54%-14388.7pp | 9453.98%-9447.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $3,415 | $5,542-38.4% | $4,154-17.8% | $4,663-26.8% |
| Participant deferral / active EE | $6,444 | $4,987+29.2% | $4,167+54.6% | $6,691-3.7% |
| Admin fee / account holder | $4,719 | $9,903-52.3% | $7,679-38.5% | $13,402-64.8% |