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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 | $43,650 | $112,131-61.1% | $95,964-54.5% | $158,982-72.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.27% | 171.19%-165.9pp | 91.64%-86.4pp | 302.99%-297.7pp |
| Employer contribution / active EE | $2,605 | $3,199-18.6% | $2,541+2.5% | $4,763-45.3% |
| Participant deferral / active EE | $7,774 | $4,784+62.5% | $4,167+86.6% | $5,983+29.9% |
| Admin fee / account holder | $24,642 | $10,136+143.1% | $6,797+262.5% | $11,252+119.0% |