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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 | $37,394 | $115,796-67.7% | $101,264-63.1% | $158,950-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.71% | 56.15%-50.4pp | 46.48%-40.8pp | 302.91%-297.2pp |
| Employer contribution / active EE | $1,122 | $4,175-73.1% | $3,660-69.3% | $4,762-76.4% |
| Participant deferral / active EE | $3,132 | $4,958-36.8% | $4,370-28.3% | $5,983-47.7% |
| Admin fee / account holder | $891 | $7,247-87.7% | $5,947-85.0% | $11,248-92.1% |