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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 | $240,234 | $157,304+52.7% | $141,197+70.1% | $152,909+57.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.58% | 64.34%-57.8pp | 71.41%-64.8pp | 345.46%-338.9pp |
| Employer contribution / active EE | $10,974 | $5,263+108.5% | $4,736+131.7% | $4,764+130.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,528 | $12,126-46.2% | $10,265-36.4% | $11,601-43.7% |