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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 | $210,610 | $121,677+73.1% | $104,625+101.3% | $158,966+32.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 3.07% | 465.58%-462.5pp | 340.60%-337.5pp | 302.95%-299.9pp |
| Employer contribution / active EE | $7,500 | $3,165+137.0% | $2,681+179.7% | $4,762+57.5% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,163 | $7,777-33.6% | $6,465-20.1% | $11,250-54.1% |