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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 | $104,837 | $102,638+2.1% | $81,991+27.9% | $158,966-34.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 4.43% | 61.05%-56.6pp | 41.31%-36.9pp | 302.95%-298.5pp |
| Employer contribution / active EE | $8,104 | $3,241+150.1% | $2,498+224.4% | $4,762+70.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,114 | $8,237-74.3% | $5,665-62.7% | $11,250-81.2% |