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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 | $78,994 | $96,388-18.0% | $80,627-2.0% | $139,466-43.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.01% | 1352.08%-1343.1pp | 936.76%-927.8pp | 373.66%-364.7pp |
| Employer contribution / active EE | $18,750 | $3,260+475.2% | $2,723+588.7% | $4,754+294.4% |
| Participant deferral / active EE | $22,500 | $5,224+330.7% | $4,443+406.4% | $6,712+235.2% |
| Admin fee / account holder | $447 | $6,603-93.2% | $5,381-91.7% | $11,409-96.1% |