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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 | $82,548 | $73,518+12.3% | $63,003+31.0% | $147,585-44.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.50% | 175.46%-169.0pp | 87.59%-81.1pp | 578.57%-572.1pp |
| Employer contribution / active EE | $8,099 | $3,322+143.8% | $2,760+193.4% | $4,876+66.1% |
| Participant deferral / active EE | $5,662 | $4,183+35.3% | $3,329+70.1% | $5,439+4.1% |
| Admin fee / account holder | $919 | $5,952-84.6% | $3,600-74.5% | $10,885-91.6% |