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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 | $41,815 | $51,638-19.0% | $68,368-38.8% | $82,448-49.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 0.40% | 37.53%-37.1pp | 292.57%-292.2pp | 41.64%-41.2pp |
| Employer contribution / active EE | $8,981 | $2,047+338.8% | $2,649+239.0% | $2,551+252.1% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,411 | $4,643-26.5% | $5,150-33.8% | $7,234-52.8% |