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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 | $228,168 | $150,447+51.7% | $136,298+67.4% | $147,586+54.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.73% | 1049.15%-1040.4pp | 5156.27%-5147.5pp | 578.59%-569.9pp |
| Employer contribution / active EE | $38,735 | $5,256+636.9% | $4,696+724.9% | $4,876+694.3% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $11,666 | $10,906+7.0% | $9,244+26.2% | $10,886+7.2% |