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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 | $16,477 | $57,305-71.2% | $86,640-81.0% | $75,173-78.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.77% | 2674.24%-2661.5pp | 592.52%-579.7pp | 160.72%-147.9pp |
| Employer contribution / active EE | $1,110 | $2,316-52.1% | $3,024-63.3% | $2,671-58.4% |
| Participant deferral / active EE | $2,819 | $3,320-15.1% | $4,438-36.5% | $4,126-31.7% |
| Admin fee / account holder | $3,557 | $4,116-13.6% | $5,616-36.7% | $5,651-37.1% |