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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 | $20,469 | $101,618-79.9% | $93,063-78.0% | $137,256-85.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.22% | 223.95%-214.7pp | 34.15%-24.9pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,050 | $4,279+64.7% | $3,958+78.1% | $6,407+10.0% |
| Admin fee / account holder | $2,264 | $6,198-63.5% | $6,033-62.5% | $12,270-81.6% |