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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 | $39,427 | $73,518-46.4% | $63,003-37.4% | $147,585-73.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.74% | 175.46%-166.7pp | 87.59%-78.8pp | 578.57%-569.8pp |
| Employer contribution / active EE | $2,470 | $3,322-25.6% | $2,760-10.5% | $4,876-49.3% |
| Participant deferral / active EE | $3,972 | $4,183-5.1% | $3,329+19.3% | $5,439-27.0% |
| Admin fee / account holder | $671 | $5,952-88.7% | $3,600-81.4% | $10,885-93.8% |