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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 | $152,211 | $102,595+48.4% | $94,057+61.8% | $154,746-1.6% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 80.7%+11.6pp |
| Annual return | 8.99% | 583.42%-574.4pp | 480.62%-471.6pp | 172.34%-163.4pp |
| Employer contribution / active EE | $3,331 | $3,147+5.8% | $2,933+13.6% | $4,379-23.9% |
| Participant deferral / active EE | $6,926 | $5,118+35.3% | $4,709+47.1% | $6,730+2.9% |
| Admin fee / account holder | $18,388 | $7,736+137.7% | $7,244+153.8% | $14,365+28.0% |