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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 | $77,283 | $58,927+31.2% | $76,823+0.6% | $72,983+5.9% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 0.67% | 2305.64%-2305.0pp | 1166.42%-1165.8pp | 81.01%-80.3pp |
| Employer contribution / active EE | $8,654 | $1,787+384.3% | $2,302+275.9% | $2,440+254.7% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,664 | $4,013-8.7% | $6,422-42.9% | $5,124-28.5% |