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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 | $150,769 | $103,038+46.3% | $90,324+66.9% | $152,909-1.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.63% | 95.25%-91.6pp | 78.15%-74.5pp | 345.46%-341.8pp |
| Employer contribution / active EE | $4,707 | $3,141+49.9% | $2,856+64.8% | $4,764-1.2% |
| Participant deferral / active EE | $5,534 | $4,282+29.3% | $3,885+42.4% | $5,851-5.4% |
| Admin fee / account holder | $1,091 | $6,177-82.3% | $5,356-79.6% | $11,601-90.6% |