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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 | $56,068 | $58,275-3.8% | $81,844-31.5% | $80,935-30.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 5.65% | 41.82%-36.2pp | 778.87%-773.2pp | 35.66%-30.0pp |
| Employer contribution / active EE | $6,533 | $2,346+178.5% | $2,916+124.0% | $2,757+137.0% |
| Participant deferral / active EE | $6,733 | $3,285+104.9% | $4,323+55.7% | $4,299+56.6% |
| Admin fee / account holder | $10,806 | $4,749+127.6% | $7,355+46.9% | $6,924+56.1% |