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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 | $44,648 | $102,595-56.5% | $94,057-52.5% | $154,746-71.1% |
| Participation rate | 94.7% | 76.0%+18.7pp | 73.3%+21.4pp | 80.7%+14.0pp |
| Annual return | 7.65% | 583.42%-575.8pp | 480.62%-473.0pp | 172.34%-164.7pp |
| Employer contribution / active EE | $2,412 | $3,147-23.4% | $2,933-17.8% | $4,379-44.9% |
| Participant deferral / active EE | $5,216 | $5,118+1.9% | $4,709+10.8% | $6,730-22.5% |
| Admin fee / account holder | $1,938 | $7,736-74.9% | $7,244-73.2% | $14,365-86.5% |