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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 | $137,563 | $209,422-34.3% | $178,503-22.9% | $158,982-13.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.25% | 188.81%-187.6pp | 151.12%-149.9pp | 302.99%-301.7pp |
| Employer contribution / active EE | $25,882 | $5,707+353.5% | $5,011+416.5% | $4,763+443.4% |
| Participant deferral / active EE | $17,333 | $5,955+191.1% | $5,202+233.2% | $5,983+189.7% |
| Admin fee / account holder | $736 | $17,079-95.7% | $13,987-94.7% | $11,252-93.5% |