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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 | $103,229 | $52,353+97.2% | $120,225-14.1% | $82,448+25.2% |
| Participation rate | 96.2% | 58.3%+37.8pp | 69.6%+26.6pp | 68.1%+28.1pp |
| Annual return | 9.82% | 61.85%-52.0pp | 439.23%-429.4pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,132 | $2,627+95.4% | $3,999+28.3% | $4,139+24.0% |
| Admin fee / account holder | $12,603 | $4,363+188.9% | $5,696+121.2% | $7,234+74.2% |