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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 | $13,823 | $102,663-86.5% | $86,216-84.0% | $139,466-90.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 3.69% | 1924.52%-1920.8pp | 1169.42%-1165.7pp | 373.66%-370.0pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,841 | $4,677-39.3% | $3,986-28.7% | $6,712-57.7% |
| Admin fee / account holder | $5,002 | $8,663-42.3% | $6,853-27.0% | $11,409-56.2% |