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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 | $104,920 | $176,077-40.4% | $159,455-34.2% | $167,518-37.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.81% | 331.83%-324.0pp | 263.63%-255.8pp | 478.71%-470.9pp |
| Employer contribution / active EE | $2,645 | $5,298-50.1% | $4,830-45.2% | $4,838-45.3% |
| Participant deferral / active EE | $8,470 | $7,751+9.3% | $7,353+15.2% | $6,342+33.6% |
| Admin fee / account holder | $1,648 | $12,556-86.9% | $10,800-84.7% | $12,312-86.6% |