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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 | $155,223 | $129,737+19.6% | $119,126+30.3% | $154,746+0.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 2.70% | 379.08%-376.4pp | 282.11%-279.4pp | 172.34%-169.6pp |
| Employer contribution / active EE | $29,790 | $4,375+580.9% | $4,034+638.6% | $4,379+580.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,840 | $11,961+82.6% | $10,693+104.2% | $14,365+52.0% |