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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 | $121,440 | $150,447-19.3% | $136,298-10.9% | $147,586-17.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.97% | 1049.15%-1040.2pp | 5156.27%-5147.3pp | 578.59%-569.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,860 | $6,631-11.6% | $6,247-6.2% | $5,439+7.7% |
| Admin fee / account holder | $1,988 | $10,906-81.8% | $9,244-78.5% | $10,886-81.7% |