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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 | $205,440 | $171,867+19.5% | $149,718+37.2% | $147,585+39.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 5.24% | 2113.36%-2108.1pp | 1501.70%-1496.5pp | 578.57%-573.3pp |
| Employer contribution / active EE | $16,488 | $6,275+162.8% | $5,444+202.8% | $4,876+238.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $138,943 | $13,799+906.9% | $11,283+1131.5% | $10,885+1176.4% |