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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 | $79,879 | $180,749-55.8% | $160,784-50.3% | $137,256-41.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.09% | 2234.46%-2226.4pp | 1803.92%-1795.8pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,042 | $4,155-26.8% | $3,733-18.5% | $4,156-26.8% |
| Participant deferral / active EE | $3,522 | $6,844-48.5% | $6,293-44.0% | $6,407-45.0% |
| Admin fee / account holder | $6,976 | $10,397-32.9% | $9,717-28.2% | $12,270-43.1% |