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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 | $16,545 | $100,203-83.5% | $85,240-80.6% | $145,897-88.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.92% | 84.28%-77.4pp | 66.75%-59.8pp | 552.29%-545.4pp |
| Employer contribution / active EE | $1,780 | $3,242-45.1% | $2,735-34.9% | $4,663-61.8% |
| Participant deferral / active EE | $5,227 | $5,299-1.3% | $4,527+15.5% | $6,689-21.9% |
| Admin fee / account holder | $3,927 | $7,265-45.9% | $6,165-36.3% | $13,390-70.7% |