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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 | $59,369 | $103,008-42.4% | $90,304-34.3% | $152,897-61.2% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.5%+9.2pp |
| Annual return | 7.23% | 95.22%-88.0pp | 78.13%-70.9pp | 345.43%-338.2pp |
| Employer contribution / active EE | $3,921 | $3,139+24.9% | $2,855+37.4% | $4,764-17.7% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $968 | $6,175-84.3% | $5,354-81.9% | $11,599-91.7% |