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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 | $204,499 | $184,000+11.1% | $162,185+26.1% | $152,909+33.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 10.17% | 150.80%-140.6pp | 115.61%-105.4pp | 345.46%-335.3pp |
| Employer contribution / active EE | $8,520 | $6,370+33.8% | $5,613+51.8% | $4,764+78.9% |
| Participant deferral / active EE | $7,267 | $8,033-9.5% | $7,297-0.4% | $5,851+24.2% |
| Admin fee / account holder | $937 | $13,124-92.9% | $10,844-91.4% | $11,601-91.9% |