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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 | $103,539 | $96,731+7.0% | $123,973-16.5% | $86,983+19.0% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 9.61% | 17.33%-7.7pp | 388.13%-378.5pp | 25.83%-16.2pp |
| Employer contribution / active EE | $11,899 | $3,297+260.9% | $4,126+188.4% | $2,584+360.4% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,477 | $8,722-71.6% | $11,799-79.0% | $7,856-68.5% |