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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 | $73,470 | $90,486-18.8% | $78,676-6.6% | $273,972-73.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -4.78% | 75.62%-80.4pp | 62.19%-67.0pp | 41.46%-46.2pp |
| Employer contribution / active EE | $2,200 | $3,175-30.7% | $2,850-22.8% | $4,869-54.8% |
| Participant deferral / active EE | $21,116 | $3,901+441.3% | $3,517+500.4% | $5,287+299.4% |
| Admin fee / account holder | $16,694 | $5,263+217.2% | $4,510+270.2% | $10,133+64.8% |