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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 | $82,652 | $78,694+5.0% | $67,652+22.2% | $125,389-34.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -4.72% | 9.46%-14.2pp | 6625.40%-6630.1pp | 282.24%-287.0pp |
| Employer contribution / active EE | $7,888 | $3,044+159.1% | $2,266+248.1% | $4,866+62.1% |
| Participant deferral / active EE | $6,746 | $4,292+57.2% | $3,560+89.5% | $5,352+26.1% |
| Admin fee / account holder | $2,478 | $7,403-66.5% | $4,821-48.6% | $9,541-74.0% |