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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 | $30,796 | $49,164-37.4% | $121,169-74.6% | $75,181-59.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.96% | 56.03%-43.1pp | 986.71%-973.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $1,780 | $1,546+15.1% | $4,168-57.3% | $2,671-33.3% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,791 | $3,942-54.6% | $5,645-68.3% | $5,650-68.3% |