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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 | $145,829 | $103,008+41.6% | $90,304+61.5% | $152,897-4.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.37% | 95.22%-90.9pp | 78.13%-73.8pp | 345.43%-341.1pp |
| Employer contribution / active EE | $20,000 | $3,139+537.1% | $2,855+600.5% | $4,764+319.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,276 | $6,175-63.1% | $5,354-57.5% | $11,599-80.4% |