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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 | $59,940 | $81,763-26.7% | $58,561+2.4% | $139,466-57.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 6.50% | 7427.77%-7421.3pp | 4251.33%-4244.8pp | 373.66%-367.2pp |
| Employer contribution / active EE | $6,762 | $1,398+383.7% | $1,053+541.9% | $4,754+42.2% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,254 | $3,273-31.1% | $2,520-10.6% | $11,409-80.2% |