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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 | $63,741 | $157,304-59.5% | $141,197-54.9% | $152,909-58.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.88% | 64.34%-52.5pp | 71.41%-59.5pp | 345.46%-333.6pp |
| Employer contribution / active EE | $2,458 | $5,263-53.3% | $4,736-48.1% | $4,764-48.4% |
| Participant deferral / active EE | $3,270 | $7,111-54.0% | $6,710-51.3% | $5,851-44.1% |
| Admin fee / account holder | $41,875 | $12,126+245.3% | $10,265+307.9% | $11,601+261.0% |