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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 | $182,867 | $150,435+21.6% | $120,580+51.7% | $145,897+25.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 6.81% | 154.60%-147.8pp | 107.48%-100.7pp | 552.29%-545.5pp |
| Employer contribution / active EE | $21,400 | $4,352+391.7% | $3,469+516.9% | $4,663+359.0% |
| Participant deferral / active EE | $12,957 | $6,174+109.9% | $4,995+159.4% | $6,689+93.7% |
| Admin fee / account holder | $1,641 | $12,182-86.5% | $9,418-82.6% | $13,390-87.7% |