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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 | $230,805 | $93,346+147.3% | $71,796+221.5% | $273,972-15.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.41% | 130.39%-130.0pp | 78.04%-77.6pp | 41.46%-41.0pp |
| Employer contribution / active EE | $2,727 | $2,733-0.2% | $1,924+41.7% | $4,869-44.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,252 | $6,571-35.3% | $4,815-11.7% | $10,133-58.0% |