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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 | $188,455 | $124,175+51.8% | $108,405+73.8% | $167,536+12.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.95% | 1380.13%-1371.2pp | 905.55%-896.6pp | 478.82%-469.9pp |
| Employer contribution / active EE | $536 | $4,188-87.2% | $3,559-85.0% | $4,839-88.9% |
| Participant deferral / active EE | $11,294 | $6,908+63.5% | $6,563+72.1% | $6,342+78.1% |
| Admin fee / account holder | $759 | $9,457-92.0% | $7,297-89.6% | $12,315-93.8% |