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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 | $131,579 | $102,663+28.2% | $86,216+52.6% | $139,466-5.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.28% | 1924.52%-1916.2pp | 1169.42%-1161.1pp | 373.66%-365.4pp |
| Employer contribution / active EE | $2,905 | $3,035-4.3% | $2,382+22.0% | $4,754-38.9% |
| Participant deferral / active EE | $11,938 | $4,677+155.2% | $3,986+199.5% | $6,712+77.9% |
| Admin fee / account holder | $3,988 | $8,663-54.0% | $6,853-41.8% | $11,409-65.0% |