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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 | $131,299 | $95,580+37.4% | $76,872+70.8% | $139,466-5.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 4.02% | 55.00%-51.0pp | 37.90%-33.9pp | 373.66%-369.6pp |
| Employer contribution / active EE | $1,450 | $3,145-53.9% | $2,533-42.8% | $4,754-69.5% |
| Participant deferral / active EE | $2,399 | $4,623-48.1% | $3,832-37.4% | $6,712-64.3% |
| Admin fee / account holder | $9,002 | $8,302+8.4% | $5,476+64.4% | $11,409-21.1% |