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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 | $147,674 | $90,486+63.2% | $78,676+87.7% | $273,972-46.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -3.17% | 75.62%-78.8pp | 62.19%-65.4pp | 41.46%-44.6pp |
| Employer contribution / active EE | $2,023 | $3,175-36.3% | $2,850-29.0% | $4,869-58.4% |
| Participant deferral / active EE | $5,284 | $3,901+35.4% | $3,517+50.2% | $5,287-0.1% |
| Admin fee / account holder | $28,596 | $5,263+443.3% | $4,510+534.0% | $10,133+182.2% |