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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 | $105,716 | $149,040-29.1% | $120,225-12.1% | $137,256-23.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.14% | 605.68%-598.5pp | 439.23%-432.1pp | 220.34%-213.2pp |
| Employer contribution / active EE | $24,251 | $4,350+457.5% | $3,475+597.8% | $4,156+483.5% |
| Participant deferral / active EE | $7,833 | $4,655+68.3% | $3,999+95.9% | $6,407+22.3% |
| Admin fee / account holder | $718 | $6,348-88.7% | $5,696-87.4% | $12,270-94.1% |