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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 | $31,956 | $93,345-65.8% | $119,126-73.2% | $87,485-63.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 6.71% | 19.08%-12.4pp | 282.11%-275.4pp | 26.06%-19.4pp |
| Employer contribution / active EE | $10,540 | $3,172+232.3% | $4,034+161.3% | $2,596+306.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,314 | $8,039-83.7% | $10,693-87.7% | $7,775-83.1% |