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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 | $220,034 | $103,392+112.8% | $87,104+152.6% | $152,897+43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 4.11% | 28.10%-24.0pp | 28.19%-24.1pp | 345.43%-341.3pp |
| Employer contribution / active EE | $12,693 | $3,221+294.1% | $2,521+403.4% | $4,764+166.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,422 | $12,194-55.5% | $7,491-27.6% | $11,599-53.3% |