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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 | $12,755 | $55,889-77.2% | $76,119-83.2% | $80,935-84.2% |
| Participation rate | 97.7% | 62.1%+35.6pp | 69.1%+28.6pp | 67.7%+30.0pp |
| Annual return | 7.63% | 20.58%-12.9pp | 361.25%-353.6pp | 35.66%-28.0pp |
| Employer contribution / active EE | $3,818 | $1,866+104.6% | $2,693+41.8% | $2,757+38.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,383 | $5,241-54.5% | $6,421-62.9% | $6,924-65.6% |