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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 | $162,665 | $112,933+44.0% | $90,970+78.8% | $158,982+2.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.22% | 215.82%-212.6pp | 134.60%-131.4pp | 302.99%-299.8pp |
| Employer contribution / active EE | $4,000 | $2,893+38.2% | $2,122+88.5% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,663 | $8,047-66.9% | $5,961-55.3% | $11,252-76.3% |