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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 | $105,716 | $162,529-35.0% | $130,788-19.2% | $154,746-31.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 7.14% | 510.48%-503.3pp | 386.44%-379.3pp | 172.34%-165.2pp |
| Employer contribution / active EE | $24,251 | $4,447+445.3% | $3,558+581.6% | $4,379+453.8% |
| Participant deferral / active EE | $7,833 | $4,808+62.9% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $718 | $7,669-90.6% | $6,673-89.2% | $14,365-95.0% |