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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 | $142,261 | $77,638+83.2% | $156,551-9.1% | $62,881+126.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 1.72% | 50.33%-48.6pp | 32.23%-30.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $14,889 | $3,444+332.3% | $5,501+170.6% | $2,281+552.8% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,570 | $5,561-17.8% | $13,028-64.9% | $4,296+6.4% |