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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 | $108,933 | $63,346+72.0% | $92,240+18.1% | $70,126+55.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.11% | 530.19%-519.1pp | 176.29%-165.2pp | 73.15%-62.0pp |
| Employer contribution / active EE | $7,366 | $2,471+198.1% | $3,680+100.2% | $2,343+214.5% |
| Participant deferral / active EE | $4,135 | $2,854+44.9% | $3,897+6.1% | $3,332+24.1% |
| Admin fee / account holder | $2,002 | $3,841-47.9% | $5,194-61.5% | $4,645-56.9% |