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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 | $60,426 | $100,938-40.1% | $90,461-33.2% | $158,982-62.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.19% | 1727.20%-1725.0pp | 1294.76%-1292.6pp | 302.99%-300.8pp |
| Employer contribution / active EE | $4,071 | $3,691+10.3% | $3,264+24.7% | $4,763-14.5% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $14,943 | $6,510+129.5% | $5,617+166.0% | $11,252+32.8% |