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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 | $222,413 | $148,558+49.7% | $135,925+63.6% | $139,427+59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.69% | 79.22%-68.5pp | 68.25%-57.6pp | 373.27%-362.6pp |
| Employer contribution / active EE | $18,702 | $5,244+256.6% | $4,857+285.0% | $4,752+293.6% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,951 | $12,401-84.3% | $10,764-81.9% | $11,404-82.9% |