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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 | $48,395 | $88,702-45.4% | $81,780-40.8% | $145,978-66.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.55% | 1029.12%-1020.6pp | 776.27%-767.7pp | 550.52%-542.0pp |
| Employer contribution / active EE | $5,909 | $3,084+91.6% | $2,914+102.8% | $4,662+26.7% |
| Participant deferral / active EE | $6,260 | $4,645+34.8% | $4,321+44.9% | $6,690-6.4% |
| Admin fee / account holder | $9,764 | $8,414+16.0% | $7,384+32.2% | $13,400-27.1% |