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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 | $82,370 | $150,447-45.3% | $136,298-39.6% | $147,586-44.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.03% | 1049.15%-1041.1pp | 5156.27%-5148.2pp | 578.59%-570.6pp |
| Employer contribution / active EE | $4,519 | $5,256-14.0% | $4,696-3.8% | $4,876-7.3% |
| Participant deferral / active EE | $2,542 | $6,631-61.7% | $6,247-59.3% | $5,439-53.3% |
| Admin fee / account holder | $80,258 | $10,906+635.9% | $9,244+768.2% | $10,886+637.3% |