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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 | $192,384 | $157,304+22.3% | $141,197+36.3% | $152,909+25.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.87% | 64.34%-62.5pp | 71.41%-69.5pp | 345.46%-343.6pp |
| Employer contribution / active EE | $15,275 | $5,263+190.3% | $4,736+222.5% | $4,764+220.6% |
| Participant deferral / active EE | $9,272 | $7,111+30.4% | $6,710+38.2% | $5,851+58.5% |
| Admin fee / account holder | $5,482 | $12,126-54.8% | $10,265-46.6% | $11,601-52.7% |