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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 | $19,493 | $57,305-66.0% | $86,640-77.5% | $75,173-74.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.13% | 2674.24%-2662.1pp | 592.52%-580.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $2,464 | $2,316+6.4% | $3,024-18.5% | $2,671-7.7% |
| Participant deferral / active EE | $1,542 | $3,320-53.6% | $4,438-65.3% | $4,126-62.6% |
| Admin fee / account holder | $1,773 | $4,116-56.9% | $5,616-68.4% | $5,651-68.6% |