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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 | $205,401 | $141,001+45.7% | $112,228+83.0% | $139,487+47.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.44% | 32.75%-28.3pp | 30.23%-25.8pp | 373.84%-369.4pp |
| Employer contribution / active EE | $18,002 | $4,285+320.1% | $3,432+424.6% | $4,755+278.6% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,255 | $9,959-57.3% | $7,752-45.1% | $11,407-62.7% |