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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 | $175,225 | $102,385+71.1% | $147,080+19.1% | $80,935+116.5% |
| Participation rate | 75.8% | 75.9%-0.1pp | 82.2%-6.4pp | 67.7%+8.1pp |
| Annual return | 11.13% | 135.09%-124.0pp | 420.17%-409.0pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $16,334 | $6,651+145.6% | $8,066+102.5% | $4,299+279.9% |
| Admin fee / account holder | $7,928 | $7,951-0.3% | $12,989-39.0% | $6,924+14.5% |