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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,732 | $104,497-7.4% | $159,487-39.3% | $79,389+21.8% |
| Participation rate | 97.2% | 76.6%+20.5pp | 82.8%+14.3pp | 70.7%+26.5pp |
| Annual return | 6.74% | 67.98%-61.2pp | 263.71%-257.0pp | 116.89%-110.2pp |
| Employer contribution / active EE | $10,094 | $3,418+195.4% | $4,831+108.9% | $2,428+315.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $656 | $711-7.7% | $10,804-93.9% | $626+4.8% |