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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 | $178,597 | $157,296+13.5% | $141,191+26.5% | $152,897+16.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.24% | 64.34%-61.1pp | 71.41%-68.2pp | 345.43%-342.2pp |
| Employer contribution / active EE | $4,394 | $5,262-16.5% | $4,736-7.2% | $4,764-7.8% |
| Participant deferral / active EE | $4,167 | $7,111-41.4% | $6,710-37.9% | $5,851-28.8% |
| Admin fee / account holder | $26,095 | $12,125+115.2% | $10,264+154.2% | $11,599+125.0% |