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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 | $210,825 | $166,020+27.0% | $164,866+27.9% | $145,959+44.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.06% | 100.08%-95.0pp | 69.97%-64.9pp | 561.95%-556.9pp |
| Employer contribution / active EE | $12,198 | $5,275+131.3% | $4,343+180.9% | $4,661+161.7% |
| Participant deferral / active EE | $30,500 | $6,961+338.2% | $6,033+405.6% | $6,689+356.0% |
| Admin fee / account holder | $6,375 | $16,644-61.7% | $12,689-49.8% | $13,398-52.4% |