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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 | $88,636 | $85,171+4.1% | $172,753-48.7% | $72,976+21.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 7.64% | 27.32%-19.7pp | 803.00%-795.4pp | 81.02%-73.4pp |
| Employer contribution / active EE | $8,198 | $3,324+146.6% | $5,144+59.4% | $2,440+236.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,246 | $5,880+74.2% | $13,956-26.6% | $5,124+100.0% |