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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 | $59,971 | $102,385-41.4% | $147,080-59.2% | $80,935-25.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.57% | 135.09%-124.5pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $2,915 | $3,717-21.6% | $4,933-40.9% | $2,757+5.8% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $853 | $7,951-89.3% | $12,989-93.4% | $6,924-87.7% |