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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 | $64,136 | $160,040-59.9% | $147,096-56.4% | $145,877-56.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.13% | 98.49%-91.4pp | 419.75%-412.6pp | 551.28%-544.2pp |
| Employer contribution / active EE | $4,992 | $5,289-5.6% | $4,936+1.1% | $4,663+7.1% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $20,565 | $15,050+36.6% | $13,005+58.1% | $13,402+53.4% |