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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 | $35,092 | $63,346-44.6% | $92,240-62.0% | $70,126-50.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.62% | 530.19%-520.6pp | 176.29%-166.7pp | 73.15%-63.5pp |
| Employer contribution / active EE | $2,083 | $2,471-15.7% | $3,680-43.4% | $2,343-11.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,561 | $3,841-7.3% | $5,194-31.4% | $4,645-23.3% |