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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 | $108,761 | $183,516-40.7% | $155,534-30.1% | $145,884-25.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.26% | 61.43%-55.2pp | 64.92%-58.7pp | 551.85%-545.6pp |
| Employer contribution / active EE | $14,114 | $5,315+165.6% | $4,675+201.9% | $4,662+202.7% |
| Participant deferral / active EE | $5,755 | $6,467-11.0% | $5,630+2.2% | $6,690-14.0% |
| Admin fee / account holder | $8,892 | $19,293-53.9% | $15,900-44.1% | $13,392-33.6% |