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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 | $44,861 | $110,093-59.3% | $97,295-53.9% | $145,897-69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 3.62% | 244.76%-241.1pp | 75.62%-72.0pp | 552.29%-548.7pp |
| Employer contribution / active EE | $1,189 | $3,077-61.4% | $2,723-56.3% | $4,663-74.5% |
| Participant deferral / active EE | $3,057 | $4,678-34.6% | $4,264-28.3% | $6,689-54.3% |
| Admin fee / account holder | $482 | $6,212-92.2% | $5,646-91.5% | $13,390-96.4% |