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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 | $90,691 | $70,121+29.3% | $63,803+42.1% | $138,895-34.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 10.48% | 946.48%-936.0pp | 543.72%-533.2pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,741 | $2,882+29.8% | $2,532+47.7% | $4,194-10.8% |
| Participant deferral / active EE | $4,697 | $4,535+3.6% | $3,843+22.2% | $6,396-26.6% |
| Admin fee / account holder | $35,724 | $6,738+430.2% | $5,196+587.5% | $12,562+184.4% |