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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 | $72,465-42.9% | $67,575-38.7% | $145,884-71.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.58% | 7222.56%-7214.0pp | 3528.98%-3520.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,180 | $3,074-29.1% | $2,736-20.3% | $4,662-53.2% |
| Participant deferral / active EE | $3,577 | $4,786-25.3% | $4,003-10.6% | $6,690-46.5% |
| Admin fee / account holder | $5,146 | $5,515-6.7% | $3,993+28.9% | $13,392-61.6% |