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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 | $21,707 | $49,896-56.5% | $80,627-73.1% | $75,173-71.1% |
| Participation rate | 96.2% | 55.3%+40.8pp | 67.0%+29.1pp | 67.2%+29.0pp |
| Annual return | 13.51% | 34.67%-21.2pp | 936.76%-923.3pp | 160.72%-147.2pp |
| Employer contribution / active EE | $6,877 | $1,699+304.8% | $2,723+152.6% | $2,671+157.5% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $370 | $3,578-89.6% | $5,381-93.1% | $5,651-93.4% |