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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 | $72,403-36.5% | $67,524-31.9% | $145,978-68.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.11% | 7197.23%-7188.1pp | 3519.41%-3510.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $1,034 | $3,072-66.3% | $2,734-62.2% | $4,662-77.8% |
| Participant deferral / active EE | $3,065 | $4,782-35.9% | $4,001-23.4% | $6,690-54.2% |
| Admin fee / account holder | $7,860 | $5,541+41.8% | $4,001+96.5% | $13,400-41.3% |