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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 | $69,733 | $183,539-62.0% | $155,556-55.2% | $145,897-52.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 2.33% | 61.31%-59.0pp | 64.84%-62.5pp | 552.29%-550.0pp |
| Employer contribution / active EE | $24,464 | $5,315+360.3% | $4,675+423.2% | $4,663+424.7% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $1,002 | $19,275-94.8% | $15,885-93.7% | $13,390-92.5% |