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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 | $143,015 | $183,988-22.3% | $162,177-11.8% | $152,897-6.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 7.07% | 150.79%-143.7pp | 115.60%-108.5pp | 345.43%-338.4pp |
| Employer contribution / active EE | $15,000 | $6,370+135.5% | $5,613+167.2% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $307 | $13,123-97.7% | $10,843-97.2% | $11,599-97.3% |