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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 | $125,351 | $103,008+21.7% | $90,304+38.8% | $152,897-18.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.30% | 95.22%-94.9pp | 78.13%-77.8pp | 345.43%-345.1pp |
| Employer contribution / active EE | $3,763 | $3,139+19.9% | $2,855+31.8% | $4,764-21.0% |
| Participant deferral / active EE | $920 | $4,281-78.5% | $3,885-76.3% | $5,851-84.3% |
| Admin fee / account holder | $1,998 | $6,175-67.6% | $5,354-62.7% | $11,599-82.8% |