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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 | $18,834 | $72,071-73.9% | $68,368-72.5% | $137,256-86.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.13% | 353.14%-346.0pp | 292.57%-285.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,721 | $4,410+75.1% | $4,123+87.3% | $6,407+20.5% |
| Admin fee / account holder | $1,893 | $5,336-64.5% | $5,150-63.2% | $12,270-84.6% |