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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 | $16,645 | $72,071-76.9% | $68,368-75.7% | $137,256-87.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 3.70% | 353.14%-349.4pp | 292.57%-288.9pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,781 | $2,788-36.1% | $2,649-32.8% | $4,156-57.2% |
| Participant deferral / active EE | $4,763 | $4,410+8.0% | $4,123+15.5% | $6,407-25.7% |
| Admin fee / account holder | $4,990 | $5,336-6.5% | $5,150-3.1% | $12,270-59.3% |