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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 | $129,721 | $217,432-40.3% | $185,851-30.2% | $167,553-22.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.61% | 148.43%-146.8pp | 122.11%-120.5pp | 478.89%-477.3pp |
| Employer contribution / active EE | $22,296 | $5,874+279.5% | $5,168+331.4% | $4,840+360.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $16,089 | $19,820-18.8% | $16,245-1.0% | $12,316+30.6% |