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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 | $166,397 | $185,883-10.5% | $170,043-2.1% | $139,466+19.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.45% | 60.54%-60.1pp | 53.40%-53.0pp | 373.66%-373.2pp |
| Employer contribution / active EE | $12,885 | $7,596+69.6% | $6,790+89.8% | $4,754+171.0% |
| Participant deferral / active EE | $11,786 | $11,626+1.4% | $10,410+13.2% | $6,712+75.6% |
| Admin fee / account holder | $20,878 | $15,393+35.6% | $12,824+62.8% | $11,409+83.0% |