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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 | $99,564 | $171,867-42.1% | $149,721-33.5% | $147,586-32.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.67% | 2113.36%-2107.7pp | 1501.67%-1496.0pp | 578.59%-572.9pp |
| Employer contribution / active EE | $8,250 | $6,275+31.5% | $5,444+51.5% | $4,876+69.2% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $939 | $13,799-93.2% | $11,282-91.7% | $10,886-91.4% |