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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 | $99,897 | $76,368+30.8% | $67,681+47.6% | $154,746-35.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.67% | 1066.77%-1058.1pp | 590.58%-581.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,029 | $4,824+107.9% | $3,976+152.3% | $6,730+49.0% |
| Admin fee / account holder | $4,892 | $8,559-42.8% | $6,100-19.8% | $14,365-65.9% |