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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 | $96,746 | $88,710+9.1% | $81,783+18.3% | $145,959-33.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.18% | 1027.26%-1021.1pp | 775.05%-768.9pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,041 | $3,083-33.8% | $2,913-29.9% | $4,661-56.2% |
| Participant deferral / active EE | $7,588 | $4,645+63.4% | $4,320+75.6% | $6,689+13.4% |
| Admin fee / account holder | $1,005 | $8,407-88.0% | $7,380-86.4% | $13,398-92.5% |