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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 | $42,387 | $111,785-62.1% | $93,669-54.7% | $145,877-70.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.16% | 203.79%-196.6pp | 133.59%-126.4pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,061 | $3,096-65.7% | $2,424-56.2% | $4,663-77.3% |
| Participant deferral / active EE | $1,307 | $4,919-73.4% | $4,416-70.4% | $6,691-80.5% |
| Admin fee / account holder | $63,883 | $10,256+522.9% | $8,291+670.5% | $13,402+376.7% |