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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 | $33,219 | $60,139-44.8% | $90,461-63.3% | $79,856-58.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.90% | 71.96%-66.1pp | 1294.76%-1288.9pp | 31.71%-25.8pp |
| Employer contribution / active EE | $3,098 | $2,069+49.8% | $3,264-5.1% | $2,471+25.4% |
| Participant deferral / active EE | $4,212 | $2,939+43.3% | $3,964+6.2% | $3,741+12.6% |
| Admin fee / account holder | $4,945 | $3,978+24.3% | $5,617-12.0% | $5,306-6.8% |