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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 | $99,601 | $202,342-50.8% | $172,753-42.3% | $152,909-34.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.05% | 1029.88%-1018.8pp | 803.00%-792.0pp | 345.46%-334.4pp |
| Employer contribution / active EE | $7,188 | $5,857+22.7% | $5,144+39.7% | $4,764+50.9% |
| Participant deferral / active EE | $4,458 | $5,948-25.0% | $5,198-14.2% | $5,851-23.8% |
| Admin fee / account holder | $8,653 | $17,112-49.4% | $13,956-38.0% | $11,601-25.4% |