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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 | $222,478 | $102,978+116.0% | $90,287+146.4% | $152,870+45.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.06% | 95.17%-91.1pp | 78.10%-74.0pp | 345.34%-341.3pp |
| Employer contribution / active EE | $10,624 | $3,139+238.5% | $2,855+272.2% | $4,763+123.1% |
| Participant deferral / active EE | $14,212 | $4,281+232.0% | $3,885+265.8% | $5,850+142.9% |
| Admin fee / account holder | $508 | $6,171-91.8% | $5,351-90.5% | $11,597-95.6% |