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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 | $82,309 | $51,638+59.4% | $68,368+20.4% | $82,448-0.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 7.76% | 37.53%-29.8pp | 292.57%-284.8pp | 41.64%-33.9pp |
| Employer contribution / active EE | $6,999 | $2,047+242.0% | $2,649+164.2% | $2,551+174.4% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $2,294 | $4,643-50.6% | $5,150-55.4% | $7,234-68.3% |