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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 | $114,332 | $176,071-35.1% | $159,450-28.3% | $167,497-31.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.84% | 331.79%-324.9pp | 263.60%-256.8pp | 478.62%-471.8pp |
| Employer contribution / active EE | $3,406 | $5,298-35.7% | $4,830-29.5% | $4,838-29.6% |
| Participant deferral / active EE | $7,929 | $7,750+2.3% | $7,352+7.8% | $6,341+25.0% |
| Admin fee / account holder | $805 | $12,555-93.6% | $10,800-92.5% | $12,310-93.5% |