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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 | $56,205 | $45,566+23.3% | $64,105-12.3% | $59,633-5.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -3.15% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $3,466 | $934+271.1% | $1,820+90.5% | $2,203+57.4% |
| Participant deferral / active EE | $2,390 | $2,057+16.2% | $2,822-15.3% | $3,192-25.1% |
| Admin fee / account holder | $1,118 | $3,268-65.8% | $4,499-75.2% | $4,297-74.0% |