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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 | $194,147 | $94,766+104.9% | $112,923+71.9% | $139,487+39.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 3.61% | 40.96%-37.3pp | 34.13%-30.5pp | 373.84%-370.2pp |
| Employer contribution / active EE | $6,934 | $4,636+49.6% | $4,570+51.7% | $4,755+45.8% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,075 | $8,529-87.4% | $7,046-84.7% | $11,407-90.6% |