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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 | $162,305 | $144,130+12.6% | $117,861+37.7% | $147,586+10.0% |
| Participation rate | 93.3% | 83.4%+9.9pp | 79.7%+13.7pp | 82.8%+10.5pp |
| Annual return | 7.82% | 531.20%-523.4pp | 335.11%-327.3pp | 578.59%-570.8pp |
| Employer contribution / active EE | $5,250 | $4,897+7.2% | $3,786+38.6% | $4,876+7.7% |
| Participant deferral / active EE | $7,465 | $5,316+40.4% | $4,482+66.5% | $5,439+37.2% |
| Admin fee / account holder | $4,996 | $10,887-54.1% | $8,021-37.7% | $10,886-54.1% |