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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 | $28,522 | $227,633-87.5% | $189,597-85.0% | $167,553-83.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 2.17% | 78.45%-76.3pp | 64.20%-62.0pp | 478.89%-476.7pp |
| Employer contribution / active EE | $2,622 | $5,317-50.7% | $4,412-40.6% | $4,840-45.8% |
| Participant deferral / active EE | $0 | $7,003-100.0% | $6,174-100.0% | $6,343-100.0% |
| Admin fee / account holder | $336 | $11,879-97.2% | $9,807-96.6% | $12,316-97.3% |