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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 | $138,250 | $106,905+29.3% | $84,020+64.5% | $152,885-9.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.48% | 105.00%-100.5pp | 71.31%-66.8pp | 345.39%-340.9pp |
| Employer contribution / active EE | $7,152 | $2,735+161.5% | $1,984+260.6% | $4,763+50.2% |
| Participant deferral / active EE | $4,634 | $4,012+15.5% | $3,239+43.1% | $5,851-20.8% |
| Admin fee / account holder | $2,325 | $8,287-71.9% | $6,101-61.9% | $11,598-80.0% |