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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 | $84,292 | $150,447-44.0% | $136,298-38.2% | $147,586-42.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.57% | 1049.15%-1039.6pp | 5156.27%-5146.7pp | 578.59%-569.0pp |
| Employer contribution / active EE | $3,040 | $5,256-42.2% | $4,696-35.3% | $4,876-37.7% |
| Participant deferral / active EE | $4,228 | $6,631-36.2% | $6,247-32.3% | $5,439-22.3% |
| Admin fee / account holder | $13,449 | $10,906+23.3% | $9,244+45.5% | $10,886+23.5% |