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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 | $200,183 | $72,071+177.8% | $68,368+192.8% | $137,256+45.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 6.81% | 353.14%-346.3pp | 292.57%-285.8pp | 220.34%-213.5pp |
| Employer contribution / active EE | $5,579 | $2,788+100.1% | $2,649+110.6% | $4,156+34.2% |
| Participant deferral / active EE | $5,834 | $4,410+32.3% | $4,123+41.5% | $6,407-8.9% |
| Admin fee / account holder | $5,460 | $5,336+2.3% | $5,150+6.0% | $12,270-55.5% |