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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 | $58,234-57.7% | $81,783-69.9% | $80,874-69.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 8.91% | 41.70%-32.8pp | 775.05%-766.1pp | 35.62%-26.7pp |
| Employer contribution / active EE | $5,626 | $2,341+140.3% | $2,913+93.2% | $2,756+104.2% |
| Participant deferral / active EE | $3,463 | $3,283+5.5% | $4,320-19.9% | $4,297-19.4% |
| Admin fee / account holder | $1,982 | $4,982-60.2% | $7,380-73.1% | $6,935-71.4% |