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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 | $114,706 | $60,139+90.7% | $90,461+26.8% | $79,856+43.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.56% | 71.96%-62.4pp | 1294.76%-1285.2pp | 31.71%-22.2pp |
| Employer contribution / active EE | $12,232 | $2,069+491.3% | $3,264+274.8% | $2,471+395.0% |
| Participant deferral / active EE | $4,198 | $2,939+42.8% | $3,964+5.9% | $3,741+12.2% |
| Admin fee / account holder | $18,888 | $3,978+374.8% | $5,617+236.3% | $5,306+255.9% |