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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 | $138,362 | $149,040-7.2% | $120,225+15.1% | $137,256+0.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.72% | 605.68%-598.0pp | 439.23%-431.5pp | 220.34%-212.6pp |
| Employer contribution / active EE | $50,000 | $4,350+1049.4% | $3,475+1338.7% | $4,156+1103.1% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $939 | $6,348-85.2% | $5,696-83.5% | $12,270-92.3% |