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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 | $168,706 | $99,031+70.4% | $86,597+94.8% | $147,585+14.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 6.26% | 1312.56%-1306.3pp | 964.96%-958.7pp | 578.57%-572.3pp |
| Employer contribution / active EE | $1,412 | $3,132-54.9% | $2,840-50.3% | $4,876-71.1% |
| Participant deferral / active EE | $4,620 | $3,972+16.3% | $3,609+28.0% | $5,439-15.1% |
| Admin fee / account holder | $4,424 | $5,711-22.5% | $4,906-9.8% | $10,885-59.4% |