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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 | $89,259+16.0% | $107,187-3.4% | $82,637+25.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 9.61% | 21.02%-11.4pp | 204.55%-194.9pp | 53.51%-43.9pp |
| Employer contribution / active EE | $11,899 | $3,080+286.3% | $3,782+214.6% | $2,552+366.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,477 | $7,381-66.4% | $9,162-73.0% | $7,339-66.2% |