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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 | $20,813 | $84,236-75.3% | $170,439-87.8% | $70,124-70.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 7.53% | 23.06%-15.5pp | 205.94%-198.4pp | 73.14%-65.6pp |
| Employer contribution / active EE | $5,969 | $3,387+76.2% | $5,433+9.9% | $2,342+154.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $417 | $5,698-92.7% | $13,881-97.0% | $4,645-91.0% |