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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 | $36,802 | $89,370-58.8% | $141,197-73.9% | $72,976-49.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.67% | 111.88%-93.2pp | 71.41%-52.7pp | 81.02%-62.3pp |
| Employer contribution / active EE | $1,415 | $3,115-54.6% | $4,736-70.1% | $2,440-42.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $305 | $5,957-94.9% | $10,265-97.0% | $5,124-94.0% |