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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 | $208,558 | $90,486+130.5% | $78,676+165.1% | $273,972-23.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.76% | 75.62%-77.4pp | 62.19%-64.0pp | 41.46%-43.2pp |
| Employer contribution / active EE | $7,603 | $3,175+139.5% | $2,850+166.8% | $4,869+56.2% |
| Participant deferral / active EE | $8,185 | $3,901+109.8% | $3,517+132.7% | $5,287+54.8% |
| Admin fee / account holder | $4,799 | $5,263-8.8% | $4,510+6.4% | $10,133-52.6% |