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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 | $170,572 | $150,346+13.5% | $120,524+41.5% | $145,877+16.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 3.61% | 154.40%-150.8pp | 107.36%-103.8pp | 551.28%-547.7pp |
| Employer contribution / active EE | $3,270 | $4,353-24.9% | $3,469-5.7% | $4,663-29.9% |
| Participant deferral / active EE | $0 | $6,172-100.0% | $4,994-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,847 | $12,215-60.3% | $9,440-48.7% | $13,402-63.8% |