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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 | $180,342 | $225,673-20.1% | $203,872-11.5% | $155,188+16.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 2.91% | 95.91%-93.0pp | 85.11%-82.2pp | 148.84%-145.9pp |
| Employer contribution / active EE | $13,333 | $4,099+225.3% | $3,757+254.8% | $4,248+213.9% |
| Participant deferral / active EE | $8,817 | $6,893+27.9% | $6,388+38.0% | $6,531+35.0% |
| Admin fee / account holder | $7,390 | $12,327-40.1% | $11,730-37.0% | $14,480-49.0% |