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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 | $57,582 | $68,097-15.4% | $62,929-8.5% | $137,256-58.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.65% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,111 | $2,811-60.5% | $2,505-55.6% | $4,156-73.3% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,774 | $6,521-72.8% | $5,065-65.0% | $12,270-85.5% |