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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 | $31,339 | $118,877-73.6% | $96,570-67.5% | $167,536-81.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.92% | 50.50%-47.6pp | 37.79%-34.9pp | 478.82%-475.9pp |
| Employer contribution / active EE | $864 | $3,121-72.3% | $2,357-63.3% | $4,839-82.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $346 | $8,069-95.7% | $6,182-94.4% | $12,315-97.2% |