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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 | $83,425 | $109,863-24.1% | $98,477-15.3% | $167,518-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.00% | 1958.09%-1949.1pp | 1493.59%-1484.6pp | 478.71%-469.7pp |
| Employer contribution / active EE | $2,195 | $3,225-31.9% | $2,961-25.9% | $4,838-54.6% |
| Participant deferral / active EE | $4,584 | $4,673-1.9% | $4,276+7.2% | $6,342-27.7% |
| Admin fee / account holder | $9,392 | $6,755+39.0% | $5,951+57.8% | $12,312-23.7% |