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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 | $29,506 | $169,336-82.6% | $129,384-77.2% | $145,884-79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.58% | 14408.70%-14404.1pp | 9461.77%-9457.2pp | 551.85%-547.3pp |
| Employer contribution / active EE | $5,500 | $5,540-0.7% | $4,153+32.4% | $4,662+18.0% |
| Participant deferral / active EE | $6,895 | $4,985+38.3% | $4,166+65.5% | $6,690+3.1% |
| Admin fee / account holder | $2,560 | $9,912-74.2% | $7,686-66.7% | $13,392-80.9% |