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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 | $48,839 | $150,446-67.5% | $136,297-64.2% | $147,585-66.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.40% | 1049.14%-1043.7pp | 5156.19%-5150.8pp | 578.58%-573.2pp |
| Employer contribution / active EE | $3,220 | $5,256-38.7% | $4,696-31.4% | $4,876-34.0% |
| Participant deferral / active EE | $16,937 | $6,631+155.4% | $6,247+171.1% | $5,439+211.4% |
| Admin fee / account holder | $344 | $10,906-96.8% | $9,244-96.3% | $10,886-96.8% |