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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 | $134,758 | $103,393+30.3% | $87,103+54.7% | $152,909-11.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.29% | 28.10%-21.8pp | 28.19%-21.9pp | 345.46%-339.2pp |
| Employer contribution / active EE | $11,765 | $3,221+265.2% | $2,521+366.6% | $4,764+147.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $44,765 | $12,195+267.1% | $7,491+497.5% | $11,601+285.9% |