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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 | $96,710 | $157,276-38.5% | $141,177-31.5% | $152,885-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 3.06% | 64.33%-61.3pp | 71.40%-68.3pp | 345.39%-342.3pp |
| Employer contribution / active EE | $11,839 | $5,262+125.0% | $4,736+150.0% | $4,763+148.6% |
| Participant deferral / active EE | $6,460 | $7,110-9.1% | $6,710-3.7% | $5,851+10.4% |
| Admin fee / account holder | $549 | $12,123-95.5% | $10,263-94.7% | $11,598-95.3% |