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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 | $69,141 | $65,555+5.5% | $86,216-19.8% | $75,173-8.0% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.59% | 46.07%-34.5pp | 1169.42%-1157.8pp | 160.72%-149.1pp |
| Employer contribution / active EE | $2,961 | $1,553+90.6% | $2,382+24.3% | $2,671+10.9% |
| Participant deferral / active EE | $5,088 | $3,023+68.3% | $3,986+27.6% | $4,126+23.3% |
| Admin fee / account holder | $1,808 | $5,469-66.9% | $6,853-73.6% | $5,651-68.0% |