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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 | $114,119+36.0% | $107,187+44.8% | $138,895+11.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 2.70% | 273.21%-270.5pp | 204.55%-201.8pp | 145.39%-142.7pp |
| Employer contribution / active EE | $29,790 | $4,059+634.0% | $3,782+687.6% | $4,194+610.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $21,840 | $10,024+117.9% | $9,162+138.4% | $12,562+73.9% |