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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 | $70,786 | $89,259-20.7% | $107,187-34.0% | $82,637-14.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.47% | 21.02%-15.6pp | 204.55%-199.1pp | 53.51%-48.0pp |
| Employer contribution / active EE | $12,105 | $3,080+293.0% | $3,782+220.0% | $2,552+374.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,586 | $7,381-37.9% | $9,162-49.9% | $7,339-37.5% |