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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 | $132,836 | $102,638+29.4% | $81,982+62.0% | $158,982-16.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 5.34% | 61.05%-55.7pp | 41.31%-36.0pp | 302.99%-297.6pp |
| Employer contribution / active EE | $4,714 | $3,241+45.5% | $2,498+88.7% | $4,763-1.0% |
| Participant deferral / active EE | $1,196 | $4,649-74.3% | $3,722-67.9% | $5,983-80.0% |
| Admin fee / account holder | $54,027 | $8,237+555.9% | $5,665+853.7% | $11,252+380.2% |