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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 | $160,152 | $88,710+80.5% | $81,783+95.8% | $145,959+9.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.10% | 1027.26%-1020.2pp | 775.05%-767.9pp | 561.95%-554.8pp |
| Employer contribution / active EE | $15,623 | $3,083+406.7% | $2,913+436.4% | $4,661+235.2% |
| Participant deferral / active EE | $11,367 | $4,645+144.7% | $4,320+163.1% | $6,689+69.9% |
| Admin fee / account holder | $2,827 | $8,407-66.4% | $7,380-61.7% | $13,398-78.9% |