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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 | $170,995 | $29,319+483.2% | $52,425+226.2% | $82,448+107.4% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 14.10% | 535.20%-521.1pp | 302.12%-288.0pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,509 | $586+157.3% | $914+65.1% | $2,551-40.8% |
| Participant deferral / active EE | $3,819 | $1,171+226.1% | $1,790+113.3% | $4,139-7.7% |
| Admin fee / account holder | $12,149 | $1,962+519.2% | $2,495+387.0% | $7,234+67.9% |