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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 | $191,683 | $58,391+228.3% | $76,667+150.0% | $72,976+162.7% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -6.34% | 2306.65%-2313.0pp | 1166.74%-1173.1pp | 81.02%-87.4pp |
| Employer contribution / active EE | $2,869 | $1,787+60.6% | $2,303+24.6% | $2,440+17.6% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,452 | $4,014+10.9% | $6,423-30.7% | $5,124-13.1% |