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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 | $130,307 | $85,766+51.9% | $136,297-4.4% | $70,124+85.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.50% | 31.45%-18.0pp | 5156.19%-5142.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $8,036 | $2,966+170.9% | $4,696+71.1% | $2,342+243.1% |
| Participant deferral / active EE | $5,564 | $5,051+10.1% | $6,247-10.9% | $3,332+67.0% |
| Admin fee / account holder | $78,765 | $5,420+1353.1% | $9,244+752.1% | $4,645+1595.5% |