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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 | $134,837 | $104,953+28.5% | $84,637+59.3% | $152,909-11.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 3.38% | 373.94%-370.6pp | 258.82%-255.4pp | 345.46%-342.1pp |
| Employer contribution / active EE | $1,568 | $3,304-52.5% | $2,653-40.9% | $4,764-67.1% |
| Participant deferral / active EE | $4,997 | $4,691+6.5% | $3,900+28.1% | $5,851-14.6% |
| Admin fee / account holder | $2,793 | $6,244-55.3% | $4,914-43.2% | $11,601-75.9% |