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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 | $165,071 | $110,240+49.7% | $96,544+71.0% | $139,487+18.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -0.48% | 26.41%-26.9pp | 25.88%-26.4pp | 373.84%-374.3pp |
| Employer contribution / active EE | $14,883 | $3,622+310.9% | $2,966+401.7% | $4,755+213.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,345 | $11,602-62.5% | $8,254-47.4% | $11,407-61.9% |