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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 | $131,476 | $83,337+57.8% | $67,834+93.8% | $273,972-52.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.48% | 259.45%-259.0pp | 138.47%-138.0pp | 41.46%-41.0pp |
| Employer contribution / active EE | $14,744 | $3,287+348.5% | $2,403+513.5% | $4,869+202.8% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,675 | $6,752-30.8% | $4,622+1.1% | $10,133-53.9% |