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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 | $31,217 | $90,489-65.5% | $76,051-59.0% | $145,978-78.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.64% | 622.78%-615.1pp | 360.42%-352.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $16,803 | $3,319+406.2% | $2,690+524.7% | $4,662+260.4% |
| Participant deferral / active EE | $2,473 | $5,164-52.1% | $4,257-41.9% | $6,690-63.0% |
| Admin fee / account holder | $1,742 | $8,374-79.2% | $6,416-72.8% | $13,400-87.0% |