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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 | $104,969 | $72,071+45.6% | $68,368+53.5% | $137,256-23.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.20% | 353.14%-344.9pp | 292.57%-284.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $547 | $2,788-80.4% | $2,649-79.3% | $4,156-86.8% |
| Participant deferral / active EE | $2,869 | $4,410-34.9% | $4,123-30.4% | $6,407-55.2% |
| Admin fee / account holder | $58,522 | $5,336+996.8% | $5,150+1036.4% | $12,270+376.9% |