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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 | $128,410 | $53,128+141.7% | $86,582+48.3% | $70,126+83.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 6.90% | 27.66%-20.8pp | 965.08%-958.2pp | 73.15%-66.2pp |
| Employer contribution / active EE | $13,164 | $2,068+536.6% | $2,839+363.6% | $2,343+462.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,158 | $3,584-11.9% | $4,904-35.6% | $4,645-32.0% |