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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 | $95,816 | $102,382-6.4% | $147,005-34.8% | $80,874+18.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.73% | 134.89%-125.2pp | 418.76%-409.0pp | 35.62%-25.9pp |
| Employer contribution / active EE | $3,896 | $3,715+4.9% | $4,934-21.0% | $2,756+41.4% |
| Participant deferral / active EE | $10,161 | $6,646+52.9% | $8,070+25.9% | $4,297+136.5% |
| Admin fee / account holder | $1,819 | $7,942-77.1% | $13,006-86.0% | $6,935-73.8% |