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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 | $31,329 | $102,382-69.4% | $147,005-78.7% | $80,874-61.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.54% | 134.89%-125.4pp | 418.76%-409.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $3,157 | $3,715-15.0% | $4,934-36.0% | $2,756+14.6% |
| Participant deferral / active EE | $5,951 | $6,646-10.5% | $8,070-26.3% | $4,297+38.5% |
| Admin fee / account holder | $3,051 | $7,942-61.6% | $13,006-76.5% | $6,935-56.0% |