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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 | $151,579 | $84,708+78.9% | $75,714+100.2% | $167,536-9.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 5.70% | 199.62%-193.9pp | 104.62%-98.9pp | 478.82%-473.1pp |
| Employer contribution / active EE | $12,426 | $3,231+284.6% | $2,744+352.9% | $4,839+156.8% |
| Participant deferral / active EE | $9,545 | $4,577+108.5% | $3,820+149.8% | $6,342+50.5% |
| Admin fee / account holder | $5,370 | $5,358+0.2% | $3,619+48.4% | $12,315-56.4% |