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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 | $124,319 | $202,342-38.6% | $172,753-28.0% | $152,909-18.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.05% | 1029.88%-1021.8pp | 803.00%-794.9pp | 345.46%-337.4pp |
| Employer contribution / active EE | $15,176 | $5,857+159.1% | $5,144+195.0% | $4,764+218.6% |
| Participant deferral / active EE | $9,384 | $5,948+57.8% | $5,198+80.5% | $5,851+60.4% |
| Admin fee / account holder | $38,535 | $17,112+125.2% | $13,956+176.1% | $11,601+232.2% |