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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 | $38,599 | $152,592-74.7% | $125,180-69.2% | $152,885-74.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 2.87% | 54.84%-52.0pp | 43.79%-40.9pp | 345.39%-342.5pp |
| Employer contribution / active EE | $1,389 | $4,947-71.9% | $3,866-64.1% | $4,763-70.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,204 | $13,435-91.0% | $9,703-87.6% | $11,598-89.6% |