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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 | $36,512 | $90,486-59.6% | $78,676-53.6% | $273,972-86.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -0.69% | 75.62%-76.3pp | 62.19%-62.9pp | 41.46%-42.1pp |
| Employer contribution / active EE | $2,697 | $3,175-15.1% | $2,850-5.4% | $4,869-44.6% |
| Participant deferral / active EE | $2,831 | $3,901-27.4% | $3,517-19.5% | $5,287-46.5% |
| Admin fee / account holder | $1,872 | $5,263-64.4% | $4,510-58.5% | $10,133-81.5% |