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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 | $22,009 | $29,319-24.9% | $52,425-58.0% | $82,448-73.3% |
| Participation rate | 93.5% | 46.9%+46.7pp | 55.6%+37.9pp | 68.1%+25.5pp |
| Annual return | 3.94% | 535.20%-531.3pp | 302.12%-298.2pp | 41.64%-37.7pp |
| Employer contribution / active EE | $1,594 | $586+171.9% | $914+74.4% | $2,551-37.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $887 | $1,962-54.8% | $2,495-64.4% | $7,234-87.7% |