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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 | $213,134 | $198,457+7.4% | $170,435+25.1% | $147,586+44.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.54% | 257.30%-254.8pp | 205.94%-203.4pp | 578.59%-576.1pp |
| Employer contribution / active EE | $19,827 | $6,183+220.7% | $5,432+265.0% | $4,876+306.6% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,779 | $16,852-89.4% | $13,881-87.2% | $10,886-83.7% |