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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 | $140,626 | $160,040-12.1% | $147,096-4.4% | $145,877-3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.87% | 98.49%-91.6pp | 419.75%-412.9pp | 551.28%-544.4pp |
| Employer contribution / active EE | $15,000 | $5,289+183.6% | $4,936+203.9% | $4,663+221.7% |
| Participant deferral / active EE | $25,385 | $8,429+201.2% | $8,071+214.5% | $6,691+279.4% |
| Admin fee / account holder | $30,248 | $15,050+101.0% | $13,005+132.6% | $13,402+125.7% |