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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 | $57,985 | $58,726-1.3% | $142,898-59.4% | $85,847-32.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 72.0%+28.0pp | 69.3%+30.7pp |
| Annual return | 10.54% | 27.73%-17.2pp | 5639.64%-5629.1pp | 318.61%-308.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,632 | $2,609+0.9% | $3,838-31.4% | $3,952-33.4% |
| Admin fee / account holder | $2,646 | $4,234-37.5% | $6,560-59.7% | $6,261-57.7% |