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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 | $45,891 | $100,911-54.5% | $90,440-49.3% | $158,966-71.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.92% | 1726.62%-1722.7pp | 1294.38%-1290.5pp | 302.95%-299.0pp |
| Employer contribution / active EE | $2,890 | $3,690-21.7% | $3,263-11.4% | $4,762-39.3% |
| Participant deferral / active EE | $4,648 | $4,348+6.9% | $3,964+17.3% | $5,983-22.3% |
| Admin fee / account holder | $705 | $6,507-89.2% | $5,615-87.4% | $11,250-93.7% |