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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 | $109,838 | $115,814-5.2% | $101,275+8.5% | $158,982-30.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.65% | 56.16%-52.5pp | 46.48%-42.8pp | 302.99%-299.3pp |
| Employer contribution / active EE | $19,620 | $4,176+369.9% | $3,660+436.1% | $4,763+311.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,880 | $7,249-46.5% | $5,948-34.8% | $11,252-65.5% |