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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 | $44,114 | $72,426-39.1% | $67,560-34.7% | $145,897-69.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.98% | 7226.78%-7218.8pp | 3533.50%-3525.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $6,273 | $3,074+104.0% | $2,737+129.2% | $4,663+34.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,765 | $5,514-13.6% | $3,994+19.3% | $13,390-64.4% |