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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 | $115,945 | $77,157+50.3% | $108,405+7.0% | $85,847+35.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.92% | 44.55%-32.6pp | 905.55%-893.6pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,775 | $5,567-14.2% | $6,563-27.2% | $3,952+20.8% |
| Admin fee / account holder | $5,202 | $5,174+0.6% | $7,297-28.7% | $6,261-16.9% |