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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 | $35,969 | $60,128-40.2% | $90,440-60.2% | $79,852-55.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 9.22% | 71.95%-62.7pp | 1294.38%-1285.2pp | 31.72%-22.5pp |
| Employer contribution / active EE | $2,132 | $2,068+3.1% | $3,263-34.7% | $2,471-13.7% |
| Participant deferral / active EE | $2,735 | $2,939-6.9% | $3,964-31.0% | $3,740-26.9% |
| Admin fee / account holder | $2,564 | $3,977-35.5% | $5,615-54.3% | $5,306-51.7% |