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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 | $75,250 | $63,861+17.8% | $104,639-28.1% | $79,856-5.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 3.62% | 21.30%-17.7pp | 340.67%-337.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $10,475 | $1,588+559.5% | $2,682+290.6% | $2,471+323.9% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,419 | $4,185-18.3% | $6,465-47.1% | $5,306-35.6% |