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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 | $86,128 | $150,447-42.8% | $136,298-36.8% | $147,586-41.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.29% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $2,772 | $5,256-47.3% | $4,696-41.0% | $4,876-43.2% |
| Participant deferral / active EE | $21,151 | $6,631+219.0% | $6,247+238.6% | $5,439+288.9% |
| Admin fee / account holder | $11,333 | $10,906+3.9% | $9,244+22.6% | $10,886+4.1% |