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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 | $60,669 | $100,060-39.4% | $149,721-59.5% | $70,126-13.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.01% | 27.46%-16.5pp | 1501.67%-1490.7pp | 73.15%-62.1pp |
| Employer contribution / active EE | $2,459 | $3,661-32.8% | $5,444-54.8% | $2,343+5.0% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,784 | $8,285-78.5% | $11,282-84.2% | $4,645-61.6% |