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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 | $44,423 | $63,346-29.9% | $92,240-51.8% | $70,126-36.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 4.24% | 530.19%-526.0pp | 176.29%-172.1pp | 73.15%-68.9pp |
| Employer contribution / active EE | $7,918 | $2,471+220.4% | $3,680+115.2% | $2,343+238.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,230 | $3,841+10.1% | $5,194-18.6% | $4,645-8.9% |