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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 | $52,500 | $48,053+9.3% | $84,628-38.0% | $72,975-28.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 17.74% | 37.39%-19.7pp | 258.80%-241.1pp | 81.01%-63.3pp |
| Employer contribution / active EE | $6,665 | $1,602+316.1% | $2,653+151.2% | $2,440+173.2% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $302 | $3,395-91.1% | $4,914-93.9% | $5,124-94.1% |