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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 | $65,345 | $72,426-9.8% | $67,560-3.3% | $145,897-55.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.64% | 7226.78%-7219.1pp | 3533.50%-3525.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,649 | $3,074-13.8% | $2,737-3.2% | $4,663-43.2% |
| Participant deferral / active EE | $2,649 | $4,785-44.6% | $4,004-33.8% | $6,689-60.4% |
| Admin fee / account holder | $5,166 | $5,514-6.3% | $3,994+29.4% | $13,390-61.4% |