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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 | $42,976 | $107,353-60.0% | $92,903-53.7% | $152,885-71.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.04% | 145.62%-141.6pp | 109.43%-105.4pp | 345.39%-341.4pp |
| Employer contribution / active EE | $3,006 | $4,222-28.8% | $3,653-17.7% | $4,763-36.9% |
| Participant deferral / active EE | $3,728 | $4,848-23.1% | $4,238-12.0% | $5,851-36.3% |
| Admin fee / account holder | $535 | $7,081-92.4% | $5,795-90.8% | $11,598-95.4% |