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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 | $59,207 | $72,071-17.8% | $68,368-13.4% | $137,256-56.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.76% | 353.14%-344.4pp | 292.57%-283.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $8,191 | $2,788+193.8% | $2,649+209.2% | $4,156+97.1% |
| Participant deferral / active EE | $4,791 | $4,410+8.6% | $4,123+16.2% | $6,407-25.2% |
| Admin fee / account holder | $809 | $5,336-84.8% | $5,150-84.3% | $12,270-93.4% |