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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 | $107,554 | $88,710+21.2% | $81,783+31.5% | $145,959-26.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.75% | 1027.26%-1023.5pp | 775.05%-771.3pp | 561.95%-558.2pp |
| Employer contribution / active EE | $3,200 | $3,083+3.8% | $2,913+9.9% | $4,661-31.3% |
| Participant deferral / active EE | $4,000 | $4,645-13.9% | $4,320-7.4% | $6,689-40.2% |
| Admin fee / account holder | $303 | $8,407-96.4% | $7,380-95.9% | $13,398-97.7% |