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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 | $130,448 | $60,139+116.9% | $90,461+44.2% | $79,856+63.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.72% | 71.96%-67.2pp | 1294.76%-1290.0pp | 31.71%-27.0pp |
| Employer contribution / active EE | $6,701 | $2,069+223.9% | $3,264+105.3% | $2,471+171.2% |
| Participant deferral / active EE | $5,607 | $2,939+90.8% | $3,964+41.4% | $3,741+49.9% |
| Admin fee / account holder | $5,281 | $3,978+32.7% | $5,617-6.0% | $5,306-0.5% |