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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 | $205,195 | $132,634+54.7% | $115,768+77.2% | $137,256+49.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.27% | 160.70%-151.4pp | 100.46%-91.2pp | 220.34%-211.1pp |
| Employer contribution / active EE | $8,635 | $3,360+157.0% | $2,940+193.7% | $4,156+107.8% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,707 | $15,028-88.6% | $12,439-86.3% | $12,270-86.1% |