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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 | $89,504 | $109,872-18.5% | $98,483-9.1% | $167,536-46.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.01% | 1959.31%-1955.3pp | 1494.38%-1490.4pp | 478.82%-474.8pp |
| Employer contribution / active EE | $1,051 | $3,225-67.4% | $2,961-64.5% | $4,839-78.3% |
| Participant deferral / active EE | $5,727 | $4,673+22.6% | $4,276+33.9% | $6,342-9.7% |
| Admin fee / account holder | $515 | $6,757-92.4% | $5,953-91.3% | $12,315-95.8% |