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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 | $223,584 | $168,635+32.6% | $147,617+51.5% | $125,389+78.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.97% | 77.65%-81.6pp | 61.98%-66.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $8,206 | $6,252+31.3% | $5,564+47.5% | $4,866+68.6% |
| Participant deferral / active EE | $7,907 | $5,507+43.6% | $4,895+61.5% | $5,352+47.7% |
| Admin fee / account holder | $1,935 | $13,580-85.8% | $11,612-83.3% | $9,541-79.7% |