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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 | $84,387 | $202,326-58.3% | $172,745-51.1% | $152,870-44.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.13% | 1029.72%-1018.6pp | 802.90%-791.8pp | 345.34%-334.2pp |
| Employer contribution / active EE | $3,520 | $5,858-39.9% | $5,144-31.6% | $4,763-26.1% |
| Participant deferral / active EE | $4,234 | $5,948-28.8% | $5,197-18.5% | $5,850-27.6% |
| Admin fee / account holder | $815 | $17,110-95.2% | $13,954-94.2% | $11,597-93.0% |