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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 | $79,388 | $108,882-27.1% | $96,754-17.9% | $154,746-48.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 2.29% | 98.39%-96.1pp | 82.04%-79.7pp | 172.34%-170.0pp |
| Employer contribution / active EE | $17,657 | $3,018+485.0% | $2,679+559.0% | $4,379+303.2% |
| Participant deferral / active EE | $8,450 | $5,323+58.8% | $4,758+77.6% | $6,730+25.6% |
| Admin fee / account holder | $1,166 | $10,200-88.6% | $8,905-86.9% | $14,365-91.9% |