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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 | $168,929 | $107,363+57.3% | $92,909+81.8% | $152,897+10.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.00% | 145.63%-135.6pp | 109.44%-99.4pp | 345.43%-335.4pp |
| Employer contribution / active EE | $3,571 | $4,222-15.4% | $3,653-2.2% | $4,764-25.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,134 | $7,082+170.2% | $5,795+230.2% | $11,599+65.0% |