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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 | $37,999 | $100,139-62.1% | $85,187-55.4% | $145,884-74.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.50% | 84.15%-76.7pp | 66.67%-59.2pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,250 | $5,296+188.0% | $4,525+237.0% | $6,690+128.0% |
| Admin fee / account holder | $1,875 | $7,262-74.2% | $6,162-69.6% | $13,392-86.0% |