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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 | $88,815+8.9% | $81,882+18.2% | $145,897-33.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 6.18% | 1033.75%-1027.6pp | 779.47%-773.3pp | 552.29%-546.1pp |
| Employer contribution / active EE | $2,041 | $3,086-33.9% | $2,916-30.0% | $4,663-56.2% |
| Participant deferral / active EE | $7,588 | $4,647+63.3% | $4,323+75.5% | $6,689+13.4% |
| Admin fee / account holder | $1,005 | $8,434-88.1% | $7,360-86.3% | $13,390-92.5% |