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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 | $95,418 | $85,766+11.3% | $136,298-30.0% | $70,126+36.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.25% | 31.46%-22.2pp | 5156.27%-5147.0pp | 73.15%-63.9pp |
| Employer contribution / active EE | $8,276 | $2,966+179.0% | $4,696+76.2% | $2,343+253.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,980 | $5,421-45.0% | $9,244-67.8% | $4,645-35.9% |