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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 | $12,561 | $90,614-86.1% | $76,089-83.5% | $145,877-91.4% |
| Participation rate | 84.2% | 74.5%+9.7pp | 69.1%+15.1pp | 80.3%+3.9pp |
| Annual return | 4.54% | 623.80%-619.3pp | 360.94%-356.4pp | 551.28%-546.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,614 | $5,168-10.7% | $4,259+8.3% | $6,691-31.0% |
| Admin fee / account holder | $1,230 | $8,376-85.3% | $6,418-80.8% | $13,402-90.8% |