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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 | $236,239 | $150,445+57.0% | $136,297+73.3% | $147,585+60.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.60% | 1049.14%-1039.5pp | 5156.16%-5146.6pp | 578.57%-569.0pp |
| Employer contribution / active EE | $4,000 | $5,256-23.9% | $4,696-14.8% | $4,876-18.0% |
| Participant deferral / active EE | $8,980 | $6,631+35.4% | $6,247+43.7% | $5,439+65.1% |
| Admin fee / account holder | $7,879 | $10,906-27.8% | $9,244-14.8% | $10,885-27.6% |