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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 | $72,446-36.5% | $67,561-32.0% | $145,877-68.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.11% | 7211.98%-7202.9pp | 3525.44%-3516.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,034 | $3,072-66.3% | $2,735-62.2% | $4,663-77.8% |
| Participant deferral / active EE | $3,065 | $4,785-35.9% | $4,003-23.4% | $6,691-54.2% |
| Admin fee / account holder | $7,860 | $5,541+41.8% | $4,006+96.2% | $13,402-41.4% |