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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 | $61,075 | $106,008-42.4% | $92,240-33.8% | $147,586-58.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.66% | 50.05%-42.4pp | 176.29%-168.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $3,781 | $4,333-12.7% | $3,680+2.8% | $4,876-22.5% |
| Participant deferral / active EE | $6,857 | $4,478+53.1% | $3,897+76.0% | $5,439+26.1% |
| Admin fee / account holder | $419 | $6,333-93.4% | $5,194-91.9% | $10,886-96.2% |