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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 | $145,348 | $175,257-17.1% | $149,717-2.9% | $139,456+4.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.81% | 166.70%-162.9pp | 134.41%-130.6pp | 373.45%-369.6pp |
| Employer contribution / active EE | $9,988 | $5,477+82.4% | $4,820+107.2% | $4,753+110.2% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,711-10.6% |
| Admin fee / account holder | $347 | $16,156-97.9% | $13,213-97.4% | $11,407-97.0% |