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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 | $67,847 | $209,874-67.7% | $189,537-64.2% | $167,536-59.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 2.11% | 748.61%-746.5pp | 555.34%-553.2pp | 478.82%-476.7pp |
| Employer contribution / active EE | $3,081 | $6,913-55.4% | $6,161-50.0% | $4,839-36.3% |
| Participant deferral / active EE | $9,585 | $8,934+7.3% | $8,220+16.6% | $6,342+51.1% |
| Admin fee / account holder | $343 | $14,299-97.6% | $12,048-97.2% | $12,315-97.2% |