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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 | $103,099 | $96,419+6.9% | $80,648+27.8% | $139,487-26.1% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 10.22% | 1352.86%-1342.6pp | 937.21%-927.0pp | 373.84%-363.6pp |
| Employer contribution / active EE | $8,679 | $3,261+166.1% | $2,724+218.7% | $4,755+82.5% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,443-100.0% | $6,713-100.0% |
| Admin fee / account holder | $35,789 | $6,605+441.9% | $5,382+565.0% | $11,407+213.7% |