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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 | $154,662 | $88,778+74.2% | $81,844+89.0% | $145,884+6.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.91% | 1033.03%-1025.1pp | 778.87%-771.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $8,750 | $3,087+183.4% | $2,916+200.0% | $4,662+87.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $525 | $8,430-93.8% | $7,355-92.9% | $13,392-96.1% |