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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 | $115,370 | $68,681+68.0% | $86,615+33.2% | $85,847+34.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 7.77% | 20.12%-12.4pp | 63.51%-55.7pp | 318.61%-310.8pp |
| Employer contribution / active EE | $6,007 | $1,880+219.4% | $2,496+140.7% | $2,565+134.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,239 | $5,974-45.8% | $5,830-44.4% | $6,261-48.3% |