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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 | $64,375 | $176,071-63.4% | $159,450-59.6% | $167,497-61.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.31% | 331.79%-322.5pp | 263.60%-254.3pp | 478.62%-469.3pp |
| Employer contribution / active EE | $2,478 | $5,298-53.2% | $4,830-48.7% | $4,838-48.8% |
| Participant deferral / active EE | $2,833 | $7,750-63.4% | $7,352-61.5% | $6,341-55.3% |
| Admin fee / account holder | $387 | $12,555-96.9% | $10,800-96.4% | $12,310-96.9% |