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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 | $98,848 | $103,038-4.1% | $90,324+9.4% | $152,909-35.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.98% | 95.25%-88.3pp | 78.15%-71.2pp | 345.46%-338.5pp |
| Employer contribution / active EE | $6,039 | $3,141+92.3% | $2,856+111.4% | $4,764+26.8% |
| Participant deferral / active EE | $5,999 | $4,282+40.1% | $3,885+54.4% | $5,851+2.5% |
| Admin fee / account holder | $3,116 | $6,177-49.6% | $5,356-41.8% | $11,601-73.1% |