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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 | $32,190 | $57,305-43.8% | $86,640-62.8% | $75,173-57.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 7.26% | 2674.24%-2667.0pp | 592.52%-585.3pp | 160.72%-153.5pp |
| Employer contribution / active EE | $2,602 | $2,316+12.3% | $3,024-14.0% | $2,671-2.6% |
| Participant deferral / active EE | $3,007 | $3,320-9.4% | $4,438-32.3% | $4,126-27.1% |
| Admin fee / account holder | $503 | $4,116-87.8% | $5,616-91.0% | $5,651-91.1% |