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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 | $77,970 | $88,778-12.2% | $81,844-4.7% | $145,884-46.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.45% | 1033.03%-1027.6pp | 778.87%-773.4pp | 551.85%-546.4pp |
| Employer contribution / active EE | $4,966 | $3,087+60.9% | $2,916+70.3% | $4,662+6.5% |
| Participant deferral / active EE | $10,428 | $4,648+124.3% | $4,323+141.2% | $6,690+55.9% |
| Admin fee / account holder | $2,812 | $8,430-66.6% | $7,355-61.8% | $13,392-79.0% |