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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 | $66,532 | $78,694-15.5% | $67,652-1.7% | $125,389-46.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.37% | 9.46%-12.8pp | 6625.40%-6628.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $8,231 | $3,044+170.4% | $2,266+263.3% | $4,866+69.2% |
| Participant deferral / active EE | $6,619 | $4,292+54.2% | $3,560+85.9% | $5,352+23.7% |
| Admin fee / account holder | $2,106 | $7,403-71.5% | $4,821-56.3% | $9,541-77.9% |