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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 | $158,458 | $111,535+42.1% | $105,223+50.6% | $137,256+15.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.75% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $16,538 | $3,939+319.8% | $3,689+348.4% | $4,156+297.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,812 | $9,721-40.2% | $8,859-34.4% | $12,270-52.6% |