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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 | $119,942 | $115,810+3.6% | $101,271+18.4% | $158,966-24.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.23% | 56.15%-54.9pp | 46.48%-45.2pp | 302.95%-301.7pp |
| Employer contribution / active EE | $15,928 | $4,175+281.5% | $3,660+335.2% | $4,762+234.4% |
| Participant deferral / active EE | $6,828 | $4,958+37.7% | $4,371+56.2% | $5,983+14.1% |
| Admin fee / account holder | $1,291 | $7,248-82.2% | $5,948-78.3% | $11,250-88.5% |