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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 | $24,836 | $70,418-64.7% | $96,570-74.3% | $85,847-71.1% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 6.01% | 18.59%-12.6pp | 37.79%-31.8pp | 318.61%-312.6pp |
| Employer contribution / active EE | $3,125 | $1,413+121.1% | $2,357+32.6% | $2,565+21.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,339 | $4,995-73.2% | $6,182-78.3% | $6,261-78.6% |