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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 | $23,657 | $60,139-60.7% | $90,461-73.8% | $79,856-70.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.08% | 71.96%-62.9pp | 1294.76%-1285.7pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $976 | $2,939-66.8% | $3,964-75.4% | $3,741-73.9% |
| Admin fee / account holder | $1,064 | $3,978-73.3% | $5,617-81.1% | $5,306-79.9% |