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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 | $71,993 | $102,595-29.8% | $94,057-23.5% | $154,746-53.5% |
| Participation rate | 73.9% | 76.0%-2.1pp | 73.3%+0.6pp | 80.7%-6.8pp |
| Annual return | 5.53% | 583.42%-577.9pp | 480.62%-475.1pp | 172.34%-166.8pp |
| Employer contribution / active EE | $6,730 | $3,147+113.8% | $2,933+129.4% | $4,379+53.7% |
| Participant deferral / active EE | $8,008 | $5,118+56.5% | $4,709+70.0% | $6,730+19.0% |
| Admin fee / account holder | $10,939 | $7,736+41.4% | $7,244+51.0% | $14,365-23.8% |