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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 | $76,617 | $89,370-14.3% | $141,197-45.7% | $72,976+5.0% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 1.45% | 111.88%-110.4pp | 71.41%-70.0pp | 81.02%-79.6pp |
| Employer contribution / active EE | $3,243 | $3,115+4.1% | $4,736-31.5% | $2,440+32.9% |
| Participant deferral / active EE | $6,202 | $5,419+14.5% | $6,710-7.6% | $3,608+71.9% |
| Admin fee / account holder | $12,556 | $5,957+110.8% | $10,265+22.3% | $5,124+145.0% |