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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 | $72,009 | $88,778-18.9% | $81,844-12.0% | $145,884-50.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 72.4%+6.2pp | 80.3%-1.7pp |
| Annual return | 9.00% | 1033.03%-1024.0pp | 778.87%-769.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,883 | $3,087-39.0% | $2,916-35.5% | $4,662-59.6% |
| Participant deferral / active EE | $3,639 | $4,648-21.7% | $4,323-15.8% | $6,690-45.6% |
| Admin fee / account holder | $2,749 | $8,430-67.4% | $7,355-62.6% | $13,392-79.5% |