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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 | $236,284 | $178,174+32.6% | $156,181+51.3% | $137,256+72.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.45% | 84.19%-76.7pp | 64.87%-57.4pp | 220.34%-212.9pp |
| Employer contribution / active EE | $25,000 | $4,972+402.8% | $4,294+482.2% | $4,156+501.5% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,580 | $17,404-16.2% | $14,5860% | $12,270+18.8% |