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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 | $65,856 | $132,634-50.3% | $115,768-43.1% | $137,256-52.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 7.58% | 160.70%-153.1pp | 100.46%-92.9pp | 220.34%-212.8pp |
| Employer contribution / active EE | $12,313 | $3,360+266.5% | $2,940+318.8% | $4,156+196.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,080 | $15,028-86.2% | $12,439-83.3% | $12,270-83.0% |