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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 | $39,969 | $49,896-19.9% | $80,627-50.4% | $75,173-46.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 13.94% | 34.67%-20.7pp | 936.76%-922.8pp | 160.72%-146.8pp |
| Employer contribution / active EE | $3,323 | $1,699+95.6% | $2,723+22.1% | $2,671+24.4% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $470 | $3,578-86.9% | $5,381-91.3% | $5,651-91.7% |