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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 | $74,516 | $111,878-33.4% | $93,727-20.5% | $145,897-48.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.60% | 204.28%-199.7pp | 133.83%-129.2pp | 552.29%-547.7pp |
| Employer contribution / active EE | $2,222 | $3,092-28.2% | $2,421-8.3% | $4,663-52.4% |
| Participant deferral / active EE | $8,312 | $4,920+68.9% | $4,417+88.2% | $6,689+24.3% |
| Admin fee / account holder | $1,278 | $10,256-87.5% | $8,292-84.6% | $13,390-90.5% |