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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 | $13,329 | $57,305-76.7% | $86,640-84.6% | $75,173-82.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.04% | 2674.24%-2662.2pp | 592.52%-580.5pp | 160.72%-148.7pp |
| Employer contribution / active EE | $1,561 | $2,316-32.6% | $3,024-48.4% | $2,671-41.6% |
| Participant deferral / active EE | $1,746 | $3,320-47.4% | $4,438-60.7% | $4,126-57.7% |
| Admin fee / account holder | $2,012 | $4,116-51.1% | $5,616-64.2% | $5,651-64.4% |