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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 | $47,178 | $176,120-73.2% | $159,487-70.4% | $167,553-71.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.95% | 331.95%-324.0pp | 263.71%-255.8pp | 478.89%-470.9pp |
| Employer contribution / active EE | $2,620 | $5,299-50.6% | $4,831-45.8% | $4,840-45.9% |
| Participant deferral / active EE | $2,600 | $7,752-66.5% | $7,354-64.6% | $6,343-59.0% |
| Admin fee / account holder | $1,515 | $12,561-87.9% | $10,804-86.0% | $12,316-87.7% |