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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 | $189,448 | $160,028+18.4% | $147,080+28.8% | $145,884+29.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.90% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $9,063 | $5,286+71.5% | $4,933+83.7% | $4,662+94.4% |
| Participant deferral / active EE | $27,298 | $8,422+224.1% | $8,066+238.4% | $6,690+308.1% |
| Admin fee / account holder | $33,257 | $15,030+121.3% | $12,989+156.0% | $13,392+148.3% |