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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 | $229,286 | $154,228+48.7% | $145,433+57.7% | $137,256+67.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -1.68% | 74.59%-76.3pp | 66.58%-68.3pp | 220.34%-222.0pp |
| Employer contribution / active EE | $11,358 | $4,804+136.4% | $4,554+149.4% | $4,156+173.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,864 | $14,344-52.1% | $13,129-47.7% | $12,270-44.1% |