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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 | $69,241 | $150,445-54.0% | $136,297-49.2% | $147,585-53.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.91% | 1049.14%-1040.2pp | 5156.16%-5147.2pp | 578.57%-569.7pp |
| Employer contribution / active EE | $1,906 | $5,256-63.7% | $4,696-59.4% | $4,876-60.9% |
| Participant deferral / active EE | $3,197 | $6,631-51.8% | $6,247-48.8% | $5,439-41.2% |
| Admin fee / account holder | $1,123 | $10,906-89.7% | $9,244-87.8% | $10,885-89.7% |