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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 | $83,254 | $106,008-21.5% | $92,240-9.7% | $147,586-43.6% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 3.72% | 50.05%-46.3pp | 176.29%-172.6pp | 578.59%-574.9pp |
| Employer contribution / active EE | $8,824 | $4,333+103.6% | $3,680+139.8% | $4,876+80.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,144 | $6,333-34.6% | $5,194-20.2% | $10,886-61.9% |