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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,685 | $55,470-28.5% | $155,556-74.5% | $74,478-46.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.89% | 269.80%-259.9pp | 64.84%-54.9pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $4,997 | $2,267+120.5% | $4,675+6.9% | $2,626+90.3% |
| Participant deferral / active EE | $4,100 | $2,838+44.5% | $5,631-27.2% | $4,350-5.8% |
| Admin fee / account holder | $387 | $1,744-77.8% | $15,885-97.6% | $1,946-80.1% |