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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 | $41,959 | $150,412-72.1% | $120,574-65.2% | $145,884-71.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.83% | 154.50%-153.7pp | 107.42%-106.6pp | 551.85%-551.0pp |
| Employer contribution / active EE | $3,013 | $4,355-30.8% | $3,471-13.2% | $4,662-35.4% |
| Participant deferral / active EE | $8,779 | $6,175+42.2% | $4,996+75.7% | $6,690+31.2% |
| Admin fee / account holder | $112,430 | $12,224+819.8% | $9,445+1090.4% | $13,392+739.5% |