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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 | $84,009 | $53,063+58.3% | $124,206-32.4% | $82,637+1.7% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 11.32% | 68.87%-57.6pp | 515.27%-503.9pp | 53.51%-42.2pp |
| Employer contribution / active EE | $2,124 | $1,530+38.8% | $3,540-40.0% | $2,552-16.8% |
| Participant deferral / active EE | $3,980 | $2,644+50.5% | $3,968+0.3% | $4,126-3.5% |
| Admin fee / account holder | $687 | $4,281-84.0% | $5,929-88.4% | $7,339-90.6% |