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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 | $129,960 | $150,447-13.6% | $136,298-4.7% | $147,586-11.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.73% | 1049.15%-1045.4pp | 5156.27%-5152.5pp | 578.59%-574.9pp |
| Employer contribution / active EE | $914 | $5,256-82.6% | $4,696-80.5% | $4,876-81.3% |
| Participant deferral / active EE | $19,651 | $6,631+196.4% | $6,247+214.6% | $5,439+261.3% |
| Admin fee / account holder | $6,300 | $10,906-42.2% | $9,244-31.8% | $10,886-42.1% |