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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 | $150,451 | $117,846+27.7% | $102,434+46.9% | $145,884+3.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.46% | 31.90%-28.4pp | 29.46%-26.0pp | 551.85%-548.4pp |
| Employer contribution / active EE | $21,896 | $3,615+505.7% | $3,023+624.3% | $4,662+369.6% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $270,288 | $13,356+1923.7% | $9,462+2756.6% | $13,392+1918.3% |