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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 | $27,090 | $116,203-76.7% | $93,621-71.1% | $152,909-82.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 6.32% | 35.96%-29.6pp | 32.76%-26.4pp | 345.46%-339.1pp |
| Employer contribution / active EE | $1,695 | $3,219-47.4% | $2,719-37.7% | $4,764-64.4% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,209 | $10,751-88.8% | $7,890-84.7% | $11,601-89.6% |