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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 | $247,773 | $88,778+179.1% | $81,844+202.7% | $145,884+69.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.18% | 1033.03%-1025.9pp | 778.87%-771.7pp | 551.85%-544.7pp |
| Employer contribution / active EE | $4,372 | $3,087+41.6% | $2,916+49.9% | $4,662-6.2% |
| Participant deferral / active EE | $10,139 | $4,648+118.1% | $4,323+134.5% | $6,690+51.6% |
| Admin fee / account holder | $83,153 | $8,430+886.4% | $7,355+1030.5% | $13,392+520.9% |