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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 | $59,095 | $144,130-59.0% | $117,861-49.9% | $147,586-60.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.13% | 531.20%-523.1pp | 335.11%-327.0pp | 578.59%-570.5pp |
| Employer contribution / active EE | $4,167 | $4,897-14.9% | $3,786+10.0% | $4,876-14.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,282 | $10,887-88.2% | $8,021-84.0% | $10,886-88.2% |