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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 | $19,639 | $28,624-31.4% | $53,647-63.4% | $82,637-76.2% |
| Participation rate | 79.1% | 47.3%+31.8pp | 56.3%+22.8pp | 68.1%+11.0pp |
| Annual return | 13.02% | 664.98%-652.0pp | 358.33%-345.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,540 | $1,196+28.7% | $1,813-15.1% | $4,126-62.7% |
| Admin fee / account holder | $1,038 | $2,022-48.7% | $2,460-57.8% | $7,339-85.9% |