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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 | $197,880 | $88,754+123.0% | $81,820+141.8% | $145,877+35.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.22% | 1031.77%-1024.5pp | 777.93%-770.7pp | 551.28%-544.1pp |
| Employer contribution / active EE | $6,173 | $3,085+100.1% | $2,915+111.8% | $4,663+32.4% |
| Participant deferral / active EE | $9,538 | $4,648+105.2% | $4,323+120.6% | $6,691+42.6% |
| Admin fee / account holder | $1,034 | $8,424-87.7% | $7,391-86.0% | $13,402-92.3% |