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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 | $153,516 | $166,268-7.7% | $165,100-7.0% | $145,897+5.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.78% | 100.52%-94.7pp | 70.21%-64.4pp | 552.29%-546.5pp |
| Employer contribution / active EE | $8,455 | $5,284+60.0% | $4,348+94.5% | $4,663+81.3% |
| Participant deferral / active EE | $13,922 | $6,964+99.9% | $6,035+130.7% | $6,689+108.1% |
| Admin fee / account holder | $42,216 | $16,659+153.4% | $12,696+232.5% | $13,390+215.3% |