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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 | $68,875 | $100,895-31.7% | $90,430-23.8% | $158,950-56.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 5.34% | 1725.54%-1720.2pp | 1293.73%-1288.4pp | 302.91%-297.6pp |
| Employer contribution / active EE | $2,312 | $3,689-37.3% | $3,262-29.1% | $4,762-51.4% |
| Participant deferral / active EE | $4,741 | $4,347+9.1% | $3,963+19.6% | $5,983-20.8% |
| Admin fee / account holder | $2,332 | $6,505-64.2% | $5,613-58.5% | $11,248-79.3% |