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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 | $184,640 | $99,652+85.3% | $78,778+134.4% | $147,585+25.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | -1.61% | 47.28%-48.9pp | 35.62%-37.2pp | 578.58%-580.2pp |
| Employer contribution / active EE | $16,588 | $2,796+493.3% | $1,986+735.4% | $4,876+240.2% |
| Participant deferral / active EE | $11,149 | $3,664+204.3% | $2,958+276.9% | $5,439+105.0% |
| Admin fee / account holder | $5,305 | $7,155-25.9% | $5,134+3.3% | $10,886-51.3% |