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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 | $124,351 | $150,445-17.3% | $136,297-8.8% | $147,585-15.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 9.59% | 1049.14%-1039.5pp | 5156.16%-5146.6pp | 578.57%-569.0pp |
| Employer contribution / active EE | $2,332 | $5,256-55.6% | $4,696-50.3% | $4,876-52.2% |
| Participant deferral / active EE | $3,693 | $6,631-44.3% | $6,247-40.9% | $5,439-32.1% |
| Admin fee / account holder | $842 | $10,906-92.3% | $9,244-90.9% | $10,885-92.3% |