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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 | $20,507 | $107,944-81.0% | $91,994-77.7% | $152,885-86.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 11.65% | 89.26%-77.6pp | 69.03%-57.4pp | 345.39%-333.7pp |
| Employer contribution / active EE | $2,441 | $4,210-42.0% | $3,452-29.3% | $4,763-48.8% |
| Participant deferral / active EE | $2,783 | $6,365-56.3% | $5,923-53.0% | $5,851-52.4% |
| Admin fee / account holder | $783 | $10,521-92.6% | $7,743-89.9% | $11,598-93.2% |