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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 | $88,778+67.3% | $81,844+81.5% | $145,884+1.8% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 6.40% | 1033.03%-1026.6pp | 778.87%-772.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $7,089 | $3,087+129.6% | $2,916+143.1% | $4,662+52.0% |
| Participant deferral / active EE | $15,156 | $4,648+226.0% | $4,323+250.5% | $6,690+126.6% |
| Admin fee / account holder | $56,443 | $8,430+569.5% | $7,355+667.4% | $13,392+321.5% |