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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 | $41,406 | $72,403-42.8% | $67,524-38.7% | $145,978-71.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.58% | 7197.23%-7188.7pp | 3519.41%-3510.8pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,180 | $3,072-29.0% | $2,734-20.3% | $4,662-53.2% |
| Participant deferral / active EE | $3,577 | $4,782-25.2% | $4,001-10.6% | $6,690-46.5% |
| Admin fee / account holder | $5,146 | $5,541-7.1% | $4,001+28.6% | $13,400-61.6% |