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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 | $174,069 | $100,901+72.5% | $75,670+130.0% | $147,585+17.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | -1.39% | 35.78%-37.2pp | 27.34%-28.7pp | 578.56%-579.9pp |
| Employer contribution / active EE | $10,308 | $3,253+216.8% | $2,352+338.3% | $4,876+111.4% |
| Participant deferral / active EE | $7,369 | $4,027+83.0% | $3,142+134.5% | $5,439+35.5% |
| Admin fee / account holder | $548 | $11,285-95.1% | $5,800-90.6% | $10,885-95.0% |