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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 | $16,503 | $49,896-66.9% | $80,627-79.5% | $75,173-78.0% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 9.32% | 34.67%-25.4pp | 936.76%-927.4pp | 160.72%-151.4pp |
| Employer contribution / active EE | $4,391 | $1,699+158.5% | $2,723+61.3% | $2,671+64.4% |
| Participant deferral / active EE | $2,563 | $2,992-14.3% | $4,443-42.3% | $4,126-37.9% |
| Admin fee / account holder | $3,656 | $3,578+2.2% | $5,381-32.1% | $5,651-35.3% |