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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 | $25,451 | $88,778-71.3% | $81,844-68.9% | $145,884-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.98% | 1033.03%-1027.1pp | 778.87%-772.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,002 | $3,087-35.1% | $2,916-31.4% | $4,662-57.1% |
| Participant deferral / active EE | $8,417 | $4,648+81.1% | $4,323+94.7% | $6,690+25.8% |
| Admin fee / account holder | $353 | $8,430-95.8% | $7,355-95.2% | $13,392-97.4% |