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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 | $228,792 | $150,442+52.1% | $136,295+67.9% | $147,585+55.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.18% | 1049.09%-1046.9pp | 5155.97%-5153.8pp | 578.56%-576.4pp |
| Employer contribution / active EE | $11,422 | $5,256+117.3% | $4,695+143.3% | $4,876+134.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,389 | $10,905-13.9% | $9,243+1.6% | $10,885-13.7% |