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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 | $138,091 | $106,008+30.3% | $92,240+49.7% | $147,586-6.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.40% | 50.05%-43.6pp | 176.29%-169.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $10,063 | $4,333+132.2% | $3,680+173.5% | $4,876+106.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $442 | $6,333-93.0% | $5,194-91.5% | $10,886-95.9% |