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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 | $76,650 | $100,938-24.1% | $90,461-15.3% | $158,982-51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.66% | 1727.20%-1723.5pp | 1294.76%-1291.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $3,080 | $3,691-16.6% | $3,264-5.6% | $4,763-35.3% |
| Participant deferral / active EE | $2,497 | $4,350-42.6% | $3,964-37.0% | $5,983-58.3% |
| Admin fee / account holder | $923 | $6,510-85.8% | $5,617-83.6% | $11,252-91.8% |