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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 | $148,724 | $70,366+111.4% | $66,674+123.1% | $138,895+7.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 3.99% | 386.41%-382.4pp | 321.24%-317.3pp | 145.39%-141.4pp |
| Employer contribution / active EE | $884 | $2,765-68.0% | $2,620-66.3% | $4,194-78.9% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $752 | $5,262-85.7% | $5,098-85.2% | $12,562-94.0% |