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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 | $150,197+45.2% | $120,368+81.2% | $145,959+49.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.39% | 154.26%-148.9pp | 107.26%-101.9pp | 561.95%-556.6pp |
| Employer contribution / active EE | $9,018 | $4,350+107.3% | $3,465+160.3% | $4,661+93.5% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,991-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,433 | $12,216-39.2% | $9,429-21.2% | $13,398-44.5% |