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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 | $129,787 | $106,008+22.4% | $92,240+40.7% | $147,586-12.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.47% | 50.05%-41.6pp | 176.29%-167.8pp | 578.59%-570.1pp |
| Employer contribution / active EE | $6,016 | $4,333+38.8% | $3,680+63.5% | $4,876+23.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,643 | $6,333-58.3% | $5,194-49.1% | $10,886-75.7% |