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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 | $180,342 | $180,749-0.2% | $160,784+12.2% | $137,256+31.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 2.91% | 2234.46%-2231.6pp | 1803.92%-1801.0pp | 220.34%-217.4pp |
| Employer contribution / active EE | $13,333 | $4,155+220.9% | $3,733+257.2% | $4,156+220.8% |
| Participant deferral / active EE | $8,817 | $6,844+28.8% | $6,293+40.1% | $6,407+37.6% |
| Admin fee / account holder | $7,390 | $10,397-28.9% | $9,717-23.9% | $12,270-39.8% |