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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 | $67,184 | $60,119+11.8% | $90,430-25.7% | $79,858-15.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 7.32% | 71.94%-64.6pp | 1293.73%-1286.4pp | 31.72%-24.4pp |
| Employer contribution / active EE | $2,209 | $2,068+6.8% | $3,262-32.3% | $2,471-10.6% |
| Participant deferral / active EE | $3,958 | $2,938+34.7% | $3,963-0.1% | $3,740+5.8% |
| Admin fee / account holder | $928 | $3,976-76.7% | $5,613-83.5% | $5,306-82.5% |