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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 | $62,376 | $96,691-35.5% | $86,656-28.0% | $139,487-55.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 9.62% | 106.87%-97.2pp | 593.09%-583.5pp | 373.84%-364.2pp |
| Employer contribution / active EE | $4,352 | $3,267+33.2% | $3,025+43.8% | $4,755-8.5% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,556 | $6,414-60.1% | $5,619-54.5% | $11,407-77.6% |