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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 | $53,967 | $72,071-25.1% | $68,368-21.1% | $137,256-60.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.73% | 353.14%-340.4pp | 292.57%-279.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $3,764 | $2,788+35.0% | $2,649+42.1% | $4,156-9.4% |
| Participant deferral / active EE | $2,965 | $4,410-32.8% | $4,123-28.1% | $6,407-53.7% |
| Admin fee / account holder | $12,963 | $5,336+143.0% | $5,150+151.7% | $12,270+5.6% |