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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 | $202,342-58.3% | $172,753-51.2% | $152,909-44.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.13% | 1029.88%-1018.7pp | 803.00%-791.9pp | 345.46%-334.3pp |
| Employer contribution / active EE | $3,520 | $5,857-39.9% | $5,144-31.6% | $4,764-26.1% |
| Participant deferral / active EE | $4,234 | $5,948-28.8% | $5,198-18.5% | $5,851-27.6% |
| Admin fee / account holder | $815 | $17,112-95.2% | $13,956-94.2% | $11,601-93.0% |