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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 | $21,520 | $72,446-70.3% | $67,561-68.1% | $145,877-85.2% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 7.44% | 7211.98%-7204.5pp | 3525.44%-3518.0pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,778 | $3,072-42.1% | $2,735-35.0% | $4,663-61.9% |
| Participant deferral / active EE | $1,778 | $4,785-62.8% | $4,003-55.6% | $6,691-73.4% |
| Admin fee / account holder | $11,717 | $5,541+111.5% | $4,006+192.5% | $13,402-12.6% |