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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 | $19,044 | $160,070-88.1% | $147,117-87.1% | $145,897-86.9% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 6.71% | 98.69%-92.0pp | 420.54%-413.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $1,710 | $5,285-67.6% | $4,932-65.3% | $4,663-63.3% |
| Participant deferral / active EE | $3,842 | $8,419-54.4% | $8,065-52.4% | $6,689-42.6% |
| Admin fee / account holder | $414 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |