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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 | $99,648 | $75,832+31.4% | $147,617-32.5% | $59,633+67.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -6.31% | 0.37%-6.7pp | 61.98%-68.3pp | 2041.45%-2047.8pp |
| Employer contribution / active EE | $1,248 | $3,485-64.2% | $5,564-77.6% | $2,203-43.3% |
| Participant deferral / active EE | $3,544 | $3,131+13.2% | $4,895-27.6% | $3,192+11.0% |
| Admin fee / account holder | $24,809 | $5,986+314.5% | $11,612+113.7% | $4,297+477.4% |