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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 | $108,566 | $72,071+50.6% | $68,368+58.8% | $137,256-20.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.27% | 353.14%-349.9pp | 292.57%-289.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $6,351 | $2,788+127.8% | $2,649+139.8% | $4,156+52.8% |
| Participant deferral / active EE | $947 | $4,410-78.5% | $4,123-77.0% | $6,407-85.2% |
| Admin fee / account holder | $2,379 | $5,336-55.4% | $5,150-53.8% | $12,270-80.6% |