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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 | $218,061 | $150,435+45.0% | $120,580+80.8% | $145,897+49.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 5.39% | 154.60%-149.2pp | 107.48%-102.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $9,018 | $4,352+107.2% | $3,469+159.9% | $4,663+93.4% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,433 | $12,182-39.0% | $9,418-21.1% | $13,390-44.5% |