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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 | $28,159 | $88,815-68.3% | $81,882-65.6% | $145,897-80.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.25% | 1033.75%-1028.5pp | 779.47%-774.2pp | 552.29%-547.0pp |
| Employer contribution / active EE | $3,564 | $3,086+15.5% | $2,916+22.2% | $4,663-23.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,980 | $8,434-76.5% | $7,360-73.1% | $13,390-85.2% |