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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 | $30,349 | $57,305-47.0% | $86,640-65.0% | $75,173-59.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.89% | 2674.24%-2661.3pp | 592.52%-579.6pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,311 | $2,316-43.4% | $3,024-56.6% | $2,671-50.9% |
| Participant deferral / active EE | $3,290 | $3,320-0.9% | $4,438-25.9% | $4,126-20.3% |
| Admin fee / account holder | $1,489 | $4,116-63.8% | $5,616-73.5% | $5,651-73.7% |