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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 | $66,642 | $150,446-55.7% | $136,297-51.1% | $147,585-54.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.94% | 1049.14%-1040.2pp | 5156.19%-5147.3pp | 578.58%-569.6pp |
| Employer contribution / active EE | $19,371 | $5,256+268.5% | $4,696+312.5% | $4,876+297.2% |
| Participant deferral / active EE | $4,958 | $6,631-25.2% | $6,247-20.6% | $5,439-8.8% |
| Admin fee / account holder | $7,929 | $10,906-27.3% | $9,244-14.2% | $10,886-27.2% |