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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 | $106,919 | $112,121-4.6% | $95,960+11.4% | $158,966-32.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4.13% | 171.16%-167.0pp | 91.63%-87.5pp | 302.95%-298.8pp |
| Employer contribution / active EE | $2,148 | $3,199-32.8% | $2,541-15.5% | $4,762-54.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,760 | $10,135-13.6% | $6,797+28.9% | $11,250-22.1% |