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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 | $170,886 | $144,124+18.6% | $117,857+45.0% | $147,585+15.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.52% | 531.17%-522.7pp | 335.09%-326.6pp | 578.57%-570.1pp |
| Employer contribution / active EE | $9,468 | $4,897+93.4% | $3,786+150.1% | $4,876+94.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,832 | $10,886-74.0% | $8,020-64.7% | $10,885-74.0% |