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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 | $161,062 | $100,911+59.6% | $90,440+78.1% | $158,966+1.3% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+8.9pp |
| Annual return | 4.94% | 1726.62%-1721.7pp | 1294.38%-1289.4pp | 302.95%-298.0pp |
| Employer contribution / active EE | $4,686 | $3,690+27.0% | $3,263+43.6% | $4,762-1.6% |
| Participant deferral / active EE | $5,690 | $4,348+30.9% | $3,964+43.6% | $5,983-4.9% |
| Admin fee / account holder | $2,741 | $6,507-57.9% | $5,615-51.2% | $11,250-75.6% |