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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 | $34,705 | $96,643-64.1% | $86,617-59.9% | $139,456-75.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.42% | 106.57%-98.2pp | 591.91%-583.5pp | 373.45%-365.0pp |
| Employer contribution / active EE | $500 | $3,264-84.7% | $3,023-83.5% | $4,753-89.5% |
| Participant deferral / active EE | $2,910 | $4,835-39.8% | $4,437-34.4% | $6,711-56.6% |
| Admin fee / account holder | $1,393 | $6,406-78.2% | $5,613-75.2% | $11,407-87.8% |