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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 | $64,722 | $157,296-58.9% | $141,191-54.2% | $152,897-57.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.5%+12.5pp |
| Annual return | 4.02% | 64.34%-60.3pp | 71.41%-67.4pp | 345.43%-341.4pp |
| Employer contribution / active EE | $22,399 | $5,262+325.7% | $4,736+373.0% | $4,764+370.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,014 | $12,125-42.1% | $10,264-31.7% | $11,599-39.5% |