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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 | $42,227 | $49,897-15.4% | $80,648-47.6% | $75,177-43.8% |
| Participation rate | 96.4% | 55.3%+41.1pp | 67.0%+29.4pp | 67.2%+29.2pp |
| Annual return | 11.69% | 34.68%-23.0pp | 937.21%-925.5pp | 160.75%-149.1pp |
| Employer contribution / active EE | $6,956 | $1,699+309.4% | $2,724+155.4% | $2,671+160.4% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,274 | $3,579-8.5% | $5,382-39.2% | $5,651-42.1% |