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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 | $27,771 | $208,088-86.7% | $186,193-85.1% | $154,746-82.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.34% | 89.97%-83.6pp | 78.03%-71.7pp | 172.34%-166.0pp |
| Employer contribution / active EE | $16,749 | $4,340+285.9% | $3,918+327.5% | $4,379+282.5% |
| Participant deferral / active EE | $3,180 | $7,078-55.1% | $6,513-51.2% | $6,730-52.8% |
| Admin fee / account holder | $16,890 | $11,698+44.4% | $11,058+52.7% | $14,365+17.6% |