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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 | $91,296 | $107,363-15.0% | $92,909-1.7% | $152,897-40.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.39% | 145.63%-135.2pp | 109.44%-99.1pp | 345.43%-335.0pp |
| Employer contribution / active EE | $22,175 | $4,222+425.2% | $3,653+507.0% | $4,764+365.5% |
| Participant deferral / active EE | $13,200 | $4,848+172.3% | $4,238+211.5% | $5,851+125.6% |
| Admin fee / account holder | $643 | $7,082-90.9% | $5,795-88.9% | $11,599-94.5% |