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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 | $38,750 | $49,164-21.2% | $121,169-68.0% | $75,181-48.5% |
| Participation rate | 96.4% | 55.4%+41.0pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 6.97% | 56.03%-49.1pp | 986.71%-979.7pp | 160.69%-153.7pp |
| Employer contribution / active EE | $494 | $1,546-68.0% | $4,168-88.1% | $2,671-81.5% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,083-100.0% | $4,126-100.0% |
| Admin fee / account holder | $688 | $3,942-82.5% | $5,645-87.8% | $5,650-87.8% |