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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 | $18,317 | $58,258-68.6% | $81,820-77.6% | $80,925-77.4% |
| Participation rate | 94.4% | 63.5%+31.0pp | 72.4%+22.1pp | 67.7%+26.8pp |
| Annual return | 7.60% | 41.76%-34.2pp | 777.93%-770.3pp | 35.65%-28.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,560 | $3,284-52.5% | $4,323-63.9% | $4,299-63.7% |
| Admin fee / account holder | $1,354 | $4,976-72.8% | $7,391-81.7% | $6,940-80.5% |