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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 | $232,794 | $107,363+116.8% | $92,909+150.6% | $152,897+52.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.47% | 145.63%-138.2pp | 109.44%-102.0pp | 345.43%-338.0pp |
| Employer contribution / active EE | $1,667 | $4,222-60.5% | $3,653-54.4% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,126 | $7,082+43.0% | $5,795+74.7% | $11,599-12.7% |