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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 | $202,529 | $106,247+90.6% | $96,515+109.8% | $139,466+45.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -3.73% | 38.47%-42.2pp | 35.73%-39.5pp | 373.66%-377.4pp |
| Employer contribution / active EE | $29,589 | $4,106+620.7% | $3,740+691.2% | $4,754+522.4% |
| Participant deferral / active EE | $13,667 | $5,456+150.5% | $4,880+180.1% | $6,712+103.6% |
| Admin fee / account holder | $4,371 | $7,885-44.6% | $6,735-35.1% | $11,409-61.7% |