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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 | $56,201 | $102,595-45.2% | $94,057-40.2% | $154,746-63.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 2.96% | 583.42%-580.5pp | 480.62%-477.7pp | 172.34%-169.4pp |
| Employer contribution / active EE | $2,816 | $3,147-10.5% | $2,933-4.0% | $4,379-35.7% |
| Participant deferral / active EE | $3,839 | $5,118-25.0% | $4,709-18.5% | $6,730-43.0% |
| Admin fee / account holder | $2,599 | $7,736-66.4% | $7,244-64.1% | $14,365-81.9% |