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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 | $31,214 | $103,038-69.7% | $90,324-65.4% | $152,909-79.6% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.5%-3.9pp |
| Annual return | 5.18% | 95.25%-90.1pp | 78.15%-73.0pp | 345.46%-340.3pp |
| Employer contribution / active EE | $4,892 | $3,141+55.8% | $2,856+71.3% | $4,764+2.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $326 | $6,177-94.7% | $5,356-93.9% | $11,601-97.2% |