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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 | $148,521 | $88,815+67.2% | $81,882+81.4% | $145,897+1.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 6.40% | 1033.75%-1027.3pp | 779.47%-773.1pp | 552.29%-545.9pp |
| Employer contribution / active EE | $7,089 | $3,086+129.7% | $2,916+143.1% | $4,663+52.0% |
| Participant deferral / active EE | $15,156 | $4,647+226.1% | $4,323+250.6% | $6,689+126.6% |
| Admin fee / account holder | $56,443 | $8,434+569.2% | $7,360+666.9% | $13,390+321.5% |