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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 | $83,395 | $110,801-24.7% | $86,615-3.7% | $167,536-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.35% | 116.96%-116.6pp | 63.51%-63.2pp | 478.82%-478.5pp |
| Employer contribution / active EE | $1,058 | $3,245-67.4% | $2,496-57.6% | $4,839-78.1% |
| Participant deferral / active EE | $2,882 | $4,547-36.6% | $3,699-22.1% | $6,342-54.6% |
| Admin fee / account holder | $5,070 | $8,417-39.8% | $5,830-13.0% | $12,315-58.8% |