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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 | $24,610 | $58,258-57.8% | $81,820-69.9% | $80,925-69.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.91% | 41.76%-32.9pp | 777.93%-769.0pp | 35.65%-26.7pp |
| Employer contribution / active EE | $5,626 | $2,345+139.9% | $2,915+93.0% | $2,756+104.1% |
| Participant deferral / active EE | $3,463 | $3,284+5.5% | $4,323-19.9% | $4,299-19.4% |
| Admin fee / account holder | $1,982 | $4,976-60.2% | $7,391-73.2% | $6,940-71.4% |