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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 | $142,038 | $72,071+97.1% | $68,368+107.8% | $137,256+3.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.66% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $7,971 | $2,788+185.9% | $2,649+200.9% | $4,156+91.8% |
| Participant deferral / active EE | $6,620 | $4,410+50.1% | $4,123+60.6% | $6,407+3.3% |
| Admin fee / account holder | $4,839 | $5,336-9.3% | $5,150-6.0% | $12,270-60.6% |