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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 | $150,146 | $160,028-6.2% | $147,080+2.1% | $145,884+2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.35% | 98.60%-89.3pp | 420.17%-410.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $14,478 | $5,286+173.9% | $4,933+193.5% | $4,662+210.5% |
| Participant deferral / active EE | $17,323 | $8,422+105.7% | $8,066+114.8% | $6,690+159.0% |
| Admin fee / account holder | $11,512 | $15,030-23.4% | $12,989-11.4% | $13,392-14.0% |