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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 | $132,176 | $202,342-34.7% | $172,753-23.5% | $152,909-13.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 1.86% | 1029.88%-1028.0pp | 803.00%-801.1pp | 345.46%-343.6pp |
| Employer contribution / active EE | $17,531 | $5,857+199.3% | $5,144+240.8% | $4,764+268.0% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $1,218 | $17,112-92.9% | $13,956-91.3% | $11,601-89.5% |