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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 | $105,450 | $156,398-32.6% | $147,318-28.4% | $138,895-24.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -17.66% | 78.75%-96.4pp | 70.43%-88.1pp | 145.39%-163.1pp |
| Employer contribution / active EE | $7,865 | $4,853+62.1% | $4,593+71.2% | $4,194+87.5% |
| Participant deferral / active EE | $33,300 | $8,237+304.3% | $7,906+321.2% | $6,396+420.6% |
| Admin fee / account holder | $24,725 | $14,976+65.1% | $13,708+80.4% | $12,562+96.8% |