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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 | $86,177 | $68,097+26.5% | $62,929+36.9% | $137,256-37.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 10.95% | 1859.11%-1848.2pp | 1063.93%-1053.0pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,037 | $2,811-63.1% | $2,505-58.6% | $4,156-75.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,365 | $6,521-48.4% | $5,065-33.6% | $12,270-72.6% |