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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 | $105,521 | $106,008-0.5% | $92,240+14.4% | $147,586-28.5% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 8.35% | 50.05%-41.7pp | 176.29%-167.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $11,538 | $4,333+166.3% | $3,680+213.6% | $4,876+136.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,060 | $6,333-83.3% | $5,194-79.6% | $10,886-90.3% |