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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 | $39,110 | $77,638-49.6% | $156,551-75.0% | $62,881-37.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.02% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,393 | $3,444-59.6% | $5,501-74.7% | $2,281-38.9% |
| Participant deferral / active EE | $2,256 | $3,046-25.9% | $4,871-53.7% | $3,203-29.6% |
| Admin fee / account holder | $497 | $5,561-91.1% | $13,028-96.2% | $4,296-88.4% |