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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 | $85,311 | $150,447-43.3% | $136,298-37.4% | $147,586-42.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.23% | 1049.15%-1040.9pp | 5156.27%-5148.0pp | 578.59%-570.4pp |
| Employer contribution / active EE | $18,065 | $5,256+243.7% | $4,696+284.7% | $4,876+270.4% |
| Participant deferral / active EE | $12,000 | $6,631+81.0% | $6,247+92.1% | $5,439+120.6% |
| Admin fee / account holder | $385 | $10,906-96.5% | $9,244-95.8% | $10,886-96.5% |