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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 | $142,432 | $160,028-11.0% | $147,080-3.2% | $145,884-2.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.67% | 98.60%-93.9pp | 420.17%-415.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $17,536 | $5,286+231.8% | $4,933+255.5% | $4,662+276.1% |
| Participant deferral / active EE | $12,200 | $8,422+44.9% | $8,066+51.2% | $6,690+82.4% |
| Admin fee / account holder | $1,172 | $15,030-92.2% | $12,989-91.0% | $13,392-91.2% |