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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 | $198,392 | $209,874-5.5% | $189,537+4.7% | $167,536+18.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.79% | 748.61%-740.8pp | 555.34%-547.5pp | 478.82%-471.0pp |
| Employer contribution / active EE | $8,171 | $6,913+18.2% | $6,161+32.6% | $4,839+68.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $25,836 | $14,299+80.7% | $12,048+114.4% | $12,315+109.8% |