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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 | $54,907 | $176,077-68.8% | $159,455-65.6% | $167,518-67.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.64% | 331.83%-322.2pp | 263.63%-254.0pp | 478.71%-469.1pp |
| Employer contribution / active EE | $5,057 | $5,298-4.6% | $4,830+4.7% | $4,838+4.5% |
| Participant deferral / active EE | $4,650 | $7,751-40.0% | $7,353-36.8% | $6,342-26.7% |
| Admin fee / account holder | $1,861 | $12,556-85.2% | $10,800-82.8% | $12,312-84.9% |