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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 | $35,492 | $99,031-64.2% | $86,597-59.0% | $147,585-76.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.23% | 1312.56%-1306.3pp | 964.96%-958.7pp | 578.57%-572.3pp |
| Employer contribution / active EE | $5,357 | $3,132+71.0% | $2,840+88.7% | $4,876+9.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,273 | $5,711-60.2% | $4,906-53.7% | $10,885-79.1% |