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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 | $83,759 | $49,177+70.3% | $79,466+5.4% | $64,173+30.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.64% | -1.16%-7.5pp | 718.28%-726.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,423 | $2,076+16.7% | $2,800-13.5% | $2,381+1.8% |
| Participant deferral / active EE | $4,382 | $2,821+55.3% | $3,704+18.3% | $3,470+26.3% |
| Admin fee / account holder | $8,999 | $3,839+134.4% | $5,104+76.3% | $4,887+84.1% |