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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 | $177,647 | $176,077+0.9% | $159,455+11.4% | $167,518+6.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.25% | 331.83%-322.6pp | 263.63%-254.4pp | 478.71%-469.5pp |
| Employer contribution / active EE | $7,172 | $5,298+35.4% | $4,830+48.5% | $4,838+48.2% |
| Participant deferral / active EE | $17,199 | $7,751+121.9% | $7,353+133.9% | $6,342+171.2% |
| Admin fee / account holder | $7,066 | $12,556-43.7% | $10,800-34.6% | $12,312-42.6% |