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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 | $11,494 | $49,164-76.6% | $121,169-90.5% | $75,181-84.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.50% | 56.03%-43.5pp | 986.71%-974.2pp | 160.69%-148.2pp |
| Employer contribution / active EE | $1,386 | $1,546-10.4% | $4,168-66.8% | $2,671-48.1% |
| Participant deferral / active EE | $1,955 | $2,628-25.6% | $4,083-52.1% | $4,126-52.6% |
| Admin fee / account holder | $974 | $3,942-75.3% | $5,645-82.7% | $5,650-82.8% |