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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 | $64,885 | $95,975-32.4% | $74,552-13.0% | $135,382-52.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.32% | 56.96%-67.3pp | 32.53%-42.8pp | 519.77%-530.1pp |
| Employer contribution / active EE | $8,776 | $2,716+223.1% | $1,961+347.5% | $4,779+83.6% |
| Participant deferral / active EE | $6,050 | $3,844+57.4% | $3,108+94.6% | $5,609+7.9% |
| Admin fee / account holder | $498 | $6,522-92.4% | $5,060-90.2% | $10,829-95.4% |