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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 | $45,970 | $72,426-36.5% | $67,560-32.0% | $145,897-68.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.11% | 7226.78%-7217.7pp | 3533.50%-3524.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,034 | $3,074-66.4% | $2,737-62.2% | $4,663-77.8% |
| Participant deferral / active EE | $3,065 | $4,785-36.0% | $4,004-23.5% | $6,689-54.2% |
| Admin fee / account holder | $7,860 | $5,514+42.5% | $3,994+96.8% | $13,390-41.3% |