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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 | $99,225 | $112,112-11.5% | $95,956+3.4% | $158,950-37.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.83% | 171.15%-169.3pp | 91.63%-89.8pp | 302.91%-301.1pp |
| Employer contribution / active EE | $6,250 | $3,199+95.4% | $2,541+146.0% | $4,762+31.2% |
| Participant deferral / active EE | $2,592 | $4,784-45.8% | $4,167-37.8% | $5,983-56.7% |
| Admin fee / account holder | $2,052 | $10,134-79.8% | $6,797-69.8% | $11,248-81.8% |