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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 | $37,600 | $134,001-71.9% | $112,258-66.5% | $134,509-72.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.80% | 47.15%-69.0pp | 27.47%-49.3pp | 418.13%-439.9pp |
| Employer contribution / active EE | $7,932 | $4,039+96.4% | $3,636+118.2% | $4,741+67.3% |
| Participant deferral / active EE | $6,670 | $5,291+26.1% | $4,728+41.1% | $6,400+4.2% |
| Admin fee / account holder | $514 | $7,491-93.1% | $6,411-92.0% | $11,427-95.5% |