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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 | $44,325 | $202,342-78.1% | $172,752-74.3% | $152,897-71.0% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 10.27% | 1029.83%-1019.6pp | 802.97%-792.7pp | 345.43%-335.2pp |
| Employer contribution / active EE | $6,926 | $5,858+18.2% | $5,144+34.6% | $4,764+45.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,283 | $17,111-92.5% | $13,955-90.8% | $11,599-88.9% |