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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 | $73,499 | $49,896+47.3% | $80,627-8.8% | $75,173-2.2% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 9.38% | 34.67%-25.3pp | 936.76%-927.4pp | 160.72%-151.3pp |
| Employer contribution / active EE | $5,385 | $1,699+217.0% | $2,723+97.8% | $2,671+101.6% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,387 | $3,578+50.6% | $5,381+0.1% | $5,651-4.7% |