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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 | $231,813 | $166,268+39.4% | $165,100+40.4% | $145,897+58.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 3.74% | 100.52%-96.8pp | 70.21%-66.5pp | 552.29%-548.6pp |
| Employer contribution / active EE | $18,600 | $5,284+252.0% | $4,348+327.8% | $4,663+298.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $350,119 | $16,659+2001.7% | $12,696+2657.8% | $13,390+2514.7% |