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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 | $24,640 | $108,942-77.4% | $100,415-75.5% | $145,897-83.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.66% | 58.27%-48.6pp | 49.47%-39.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,919 | $8,461+52.7% | $8,091+59.7% | $6,689+93.1% |
| Admin fee / account holder | $2,729 | $9,702-71.9% | $7,906-65.5% | $13,390-79.6% |