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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 | $22,612 | $72,071-68.6% | $68,368-66.9% | $137,256-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.11% | 353.14%-340.0pp | 292.57%-279.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,119 | $2,788-24.0% | $2,649-20.0% | $4,156-49.0% |
| Participant deferral / active EE | $2,660 | $4,410-39.7% | $4,123-35.5% | $6,407-58.5% |
| Admin fee / account holder | $4,062 | $5,336-23.9% | $5,150-21.1% | $12,270-66.9% |