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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 | $151,744 | $88,815+70.9% | $81,882+85.3% | $145,897+4.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 8.24% | 1033.75%-1025.5pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $3,044 | $3,086-1.4% | $2,916+4.4% | $4,663-34.7% |
| Participant deferral / active EE | $7,566 | $4,647+62.8% | $4,323+75.0% | $6,689+13.1% |
| Admin fee / account holder | $1,981 | $8,434-76.5% | $7,360-73.1% | $13,390-85.2% |