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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 | $156,301 | $106,923+46.2% | $84,023+86.0% | $152,909+2.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 5.21% | 105.02%-99.8pp | 71.32%-66.1pp | 345.46%-340.3pp |
| Employer contribution / active EE | $4,000 | $2,735+46.2% | $1,984+101.6% | $4,764-16.0% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,298 | $8,289-72.3% | $6,102-62.3% | $11,601-80.2% |