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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 | $47,156 | $102,595-54.0% | $94,057-49.9% | $154,746-69.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 8.49% | 583.42%-574.9pp | 480.62%-472.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,579 | $3,147-18.0% | $2,933-12.1% | $4,379-41.1% |
| Participant deferral / active EE | $8,231 | $5,118+60.8% | $4,709+74.8% | $6,730+22.3% |
| Admin fee / account holder | $3,828 | $7,736-50.5% | $7,244-47.2% | $14,365-73.4% |