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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 | $90,691 | $68,097+33.2% | $62,929+44.1% | $137,256-33.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.48% | 1859.11%-1848.6pp | 1063.93%-1053.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,741 | $2,811+33.1% | $2,505+49.4% | $4,156-10.0% |
| Participant deferral / active EE | $4,697 | $4,553+3.2% | $3,888+20.8% | $6,407-26.7% |
| Admin fee / account holder | $35,724 | $6,521+447.8% | $5,065+605.4% | $12,270+191.1% |