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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 | $148,233 | $208,088-28.8% | $186,193-20.4% | $154,746-4.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.32% | 89.97%-83.7pp | 78.03%-71.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $30,834 | $4,340+610.5% | $3,918+686.9% | $4,379+604.1% |
| Participant deferral / active EE | $29,050 | $7,078+310.4% | $6,513+346.0% | $6,730+331.6% |
| Admin fee / account holder | $5,162 | $11,698-55.9% | $11,058-53.3% | $14,365-64.1% |