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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 | $57,051 | $102,382-44.3% | $147,005-61.2% | $80,874-29.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.80% | 134.89%-126.1pp | 418.76%-410.0pp | 35.62%-26.8pp |
| Employer contribution / active EE | $4,497 | $3,715+21.1% | $4,934-8.9% | $2,756+63.2% |
| Participant deferral / active EE | $3,594 | $6,646-45.9% | $8,070-55.5% | $4,297-16.3% |
| Admin fee / account holder | $1,106 | $7,942-86.1% | $13,006-91.5% | $6,935-84.1% |