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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 | $178,639 | $99,921+78.8% | $85,009+110.1% | $145,959+22.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.10% | 83.89%-76.8pp | 66.47%-59.4pp | 561.95%-554.9pp |
| Employer contribution / active EE | $2,221 | $3,233-31.3% | $2,728-18.6% | $4,661-52.3% |
| Participant deferral / active EE | $3,200 | $5,293-39.5% | $4,522-29.2% | $6,689-52.2% |
| Admin fee / account holder | $211,448 | $7,252+2815.8% | $6,153+3336.7% | $13,398+1478.2% |