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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 | $84,199 | $150,447-44.0% | $136,298-38.2% | $147,586-42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.39% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $2,228 | $5,256-57.6% | $4,696-52.6% | $4,876-54.3% |
| Participant deferral / active EE | $4,355 | $6,631-34.3% | $6,247-30.3% | $5,439-19.9% |
| Admin fee / account holder | $1,363 | $10,906-87.5% | $9,244-85.3% | $10,886-87.5% |