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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 | $39,487 | $102,595-61.5% | $94,057-58.0% | $154,746-74.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 6.14% | 583.42%-577.3pp | 480.62%-474.5pp | 172.34%-166.2pp |
| Employer contribution / active EE | $2,676 | $3,147-15.0% | $2,933-8.8% | $4,379-38.9% |
| Participant deferral / active EE | $3,897 | $5,118-23.9% | $4,709-17.3% | $6,730-42.1% |
| Admin fee / account holder | $590 | $7,736-92.4% | $7,244-91.9% | $14,365-95.9% |