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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 | $77,122 | $209,422-63.2% | $178,503-56.8% | $158,982-51.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.83% | 188.81%-185.0pp | 151.12%-147.3pp | 302.99%-299.2pp |
| Employer contribution / active EE | $2,301 | $5,707-59.7% | $5,011-54.1% | $4,763-51.7% |
| Participant deferral / active EE | $2,437 | $5,955-59.1% | $5,202-53.1% | $5,983-59.3% |
| Admin fee / account holder | $5,504 | $17,079-67.8% | $13,987-60.6% | $11,252-51.1% |