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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 | $100,071 | $89,367+12.0% | $141,191-29.1% | $72,975+37.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.28% | 111.87%-96.6pp | 71.41%-56.1pp | 81.01%-65.7pp |
| Employer contribution / active EE | $19,245 | $3,115+517.8% | $4,736+306.4% | $2,440+688.7% |
| Participant deferral / active EE | $8,818 | $5,419+62.7% | $6,710+31.4% | $3,608+144.4% |
| Admin fee / account holder | $3,123 | $5,957-47.6% | $10,264-69.6% | $5,124-39.0% |