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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 | $53,508 | $65,566-18.4% | $86,235-38.0% | $75,177-28.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.53% | 46.07%-33.5pp | 1170.03%-1157.5pp | 160.75%-148.2pp |
| Employer contribution / active EE | $3,090 | $1,553+99.0% | $2,381+29.8% | $2,671+15.7% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,987-100.0% | $4,126-100.0% |
| Admin fee / account holder | $463 | $5,470-91.5% | $6,856-93.2% | $5,651-91.8% |