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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 | $13,128 | $65,423-79.9% | $98,477-86.7% | $85,856-84.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 3.58% | 21.76%-18.2pp | 1493.59%-1490.0pp | 318.58%-315.0pp |
| Employer contribution / active EE | $753 | $2,168-65.3% | $2,961-74.6% | $2,565-70.6% |
| Participant deferral / active EE | $2,466 | $3,167-22.1% | $4,276-42.3% | $3,952-37.6% |
| Admin fee / account holder | $696 | $4,594-84.9% | $5,951-88.3% | $6,261-88.9% |