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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 | $24,477 | $227,597-89.2% | $189,575-87.1% | $167,536-85.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.22% | 78.44%-71.2pp | 64.19%-57.0pp | 478.82%-471.6pp |
| Employer contribution / active EE | $12,152 | $5,316+128.6% | $4,412+175.4% | $4,839+151.1% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,072 | $11,877-91.0% | $9,806-89.1% | $12,315-91.3% |