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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 | $13,913 | $49,897-72.1% | $80,648-82.7% | $75,177-81.5% |
| Participation rate | 83.3% | 55.3%+28.0pp | 67.0%+16.3pp | 67.2%+16.1pp |
| Annual return | 13.98% | 34.68%-20.7pp | 937.21%-923.2pp | 160.75%-146.8pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,226 | $2,992+7.8% | $4,443-27.4% | $4,126-21.8% |
| Admin fee / account holder | $606 | $3,579-83.1% | $5,382-88.7% | $5,651-89.3% |