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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 | $159,231 | $107,941+47.5% | $91,994+73.1% | $152,897+4.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 8.53% | 89.28%-80.7pp | 69.04%-60.5pp | 345.43%-336.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,500 | $6,366-60.7% | $5,924-57.8% | $5,851-57.3% |
| Admin fee / account holder | $434 | $10,521-95.9% | $7,744-94.4% | $11,599-96.3% |