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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 | $46,779 | $183,539-74.5% | $155,556-69.9% | $145,897-67.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.71% | 61.31%-52.6pp | 64.84%-56.1pp | 552.29%-543.6pp |
| Employer contribution / active EE | $6,007 | $5,315+13.0% | $4,675+28.5% | $4,663+28.8% |
| Participant deferral / active EE | $2,403 | $6,467-62.8% | $5,631-57.3% | $6,689-64.1% |
| Admin fee / account holder | $840 | $19,275-95.6% | $15,885-94.7% | $13,390-93.7% |