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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 | $119,783 | $100,203+19.5% | $85,240+40.5% | $145,897-17.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.87% | 84.28%-76.4pp | 66.75%-58.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $12,335 | $3,242+280.5% | $2,735+351.0% | $4,663+164.5% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,049 | $7,265-58.0% | $6,165-50.5% | $13,390-77.2% |