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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 | $230,504 | $104,544+120.5% | $76,657+200.7% | $152,897+50.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 7.14% | 1014.36%-1007.2pp | 1166.74%-1159.6pp | 345.43%-338.3pp |
| Employer contribution / active EE | $5,090 | $3,118+63.3% | $2,303+121.1% | $4,764+6.9% |
| Participant deferral / active EE | $1,008 | $4,236-76.2% | $3,335-69.8% | $5,851-82.8% |
| Admin fee / account holder | $5,810 | $12,286-52.7% | $6,423-9.5% | $11,599-49.9% |