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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 | $130,886 | $68,398+91.4% | $94,664+38.3% | $75,173+74.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 7.10% | 616.72%-609.6pp | 156.84%-149.7pp | 160.72%-153.6pp |
| Employer contribution / active EE | $12,613 | $2,701+367.0% | $3,673+243.4% | $2,671+372.2% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,184 | $5,324-2.6% | $7,222-28.2% | $5,651-8.3% |