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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 | $134,058 | $126,113+6.3% | $116,096+15.5% | $155,188-13.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 3.82% | 391.72%-387.9pp | 326.25%-322.4pp | 148.84%-145.0pp |
| Employer contribution / active EE | $8,333 | $2,672+211.9% | $2,503+232.9% | $4,248+96.2% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,879 | $8,045-14.5% | $7,704-10.7% | $14,480-52.5% |