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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 | $213,587 | $148,629+43.7% | $135,982+57.1% | $139,487+53.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.45% | 79.33%-71.9pp | 68.32%-60.9pp | 373.84%-366.4pp |
| Employer contribution / active EE | $2,447 | $5,247-53.4% | $4,859-49.6% | $4,755-48.5% |
| Participant deferral / active EE | $7,737 | $8,102-4.5% | $7,760-0.3% | $6,713+15.3% |
| Admin fee / account holder | $45,586 | $12,406+267.4% | $10,767+323.4% | $11,407+299.6% |