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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 | $234,201 | $157,276+48.9% | $141,177+65.9% | $152,885+53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.38% | 64.33%-53.0pp | 71.40%-60.0pp | 345.39%-334.0pp |
| Employer contribution / active EE | $13,617 | $5,262+158.8% | $4,736+187.5% | $4,763+185.9% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,087 | $12,123-41.5% | $10,263-31.0% | $11,598-38.9% |