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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 | $18,822 | $51,184-63.2% | $66,439-71.7% | $86,983-78.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 9.22% | 17.07%-7.9pp | 757.66%-748.4pp | 25.83%-16.6pp |
| Employer contribution / active EE | $1,015 | $2,023-49.8% | $2,637-61.5% | $2,584-60.7% |
| Participant deferral / active EE | $1,517 | $2,927-48.2% | $3,876-60.9% | $4,194-63.8% |
| Admin fee / account holder | $2,266 | $4,154-45.4% | $6,173-63.3% | $7,856-71.2% |