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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 | $89,275 | $102,595-13.0% | $94,057-5.1% | $154,746-42.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 8.47% | 583.42%-574.9pp | 480.62%-472.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,348 | $3,147-57.2% | $2,933-54.1% | $4,379-69.2% |
| Participant deferral / active EE | $2,219 | $5,118-56.6% | $4,709-52.9% | $6,730-67.0% |
| Admin fee / account holder | $2,061 | $7,736-73.4% | $7,244-71.6% | $14,365-85.7% |