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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 | $47,000 | $99,921-53.0% | $85,009-44.7% | $145,959-67.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.00% | 83.89%-76.9pp | 66.47%-59.5pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,531 | $3,233+9.2% | $2,728+29.4% | $4,661-24.2% |
| Participant deferral / active EE | $3,761 | $5,293-28.9% | $4,522-16.8% | $6,689-43.8% |
| Admin fee / account holder | $381 | $7,252-94.8% | $6,153-93.8% | $13,398-97.2% |