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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 | $105,118 | $109,872-4.3% | $98,483+6.7% | $167,536-37.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.63% | 1959.31%-1950.7pp | 1494.38%-1485.7pp | 478.82%-470.2pp |
| Employer contribution / active EE | $8,544 | $3,225+164.9% | $2,961+188.6% | $4,839+76.6% |
| Participant deferral / active EE | $6,464 | $4,673+38.3% | $4,276+51.1% | $6,342+1.9% |
| Admin fee / account holder | $827 | $6,757-87.8% | $5,953-86.1% | $12,315-93.3% |