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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 | $92,456 | $150,447-38.5% | $136,298-32.2% | $147,586-37.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.33% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $2,078 | $5,256-60.5% | $4,696-55.8% | $4,876-57.4% |
| Participant deferral / active EE | $3,789 | $6,631-42.9% | $6,247-39.4% | $5,439-30.3% |
| Admin fee / account holder | $18,055 | $10,906+65.6% | $9,244+95.3% | $10,886+65.9% |