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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 | $137,219 | $150,447-8.8% | $136,298+0.7% | $147,586-7.0% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 6.52% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.1pp |
| Employer contribution / active EE | $2,812 | $5,256-46.5% | $4,696-40.1% | $4,876-42.3% |
| Participant deferral / active EE | $7,414 | $6,631+11.8% | $6,247+18.7% | $5,439+36.3% |
| Admin fee / account holder | $1,467 | $10,906-86.6% | $9,244-84.1% | $10,886-86.5% |