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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 | $212,625 | $67,823+213.5% | $52,425+305.6% | $137,256+54.9% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 5.41% | 219.11%-213.7pp | 302.12%-296.7pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,501 | $2,288+184.1% | $1,790+263.1% | $6,407+1.5% |
| Admin fee / account holder | $14,374 | $2,844+405.4% | $2,495+476.2% | $12,270+17.1% |