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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 | $218,973 | $171,867+27.4% | $149,721+46.3% | $147,586+48.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.47% | 2113.36%-2104.9pp | 1501.67%-1493.2pp | 578.59%-570.1pp |
| Employer contribution / active EE | $4,000 | $6,275-36.3% | $5,444-26.5% | $4,876-18.0% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,973 | $13,799-85.7% | $11,282-82.5% | $10,886-81.9% |