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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 | $47,362 | $29,319+61.5% | $52,425-9.7% | $82,448-42.6% |
| Participation rate | 98.2% | 46.9%+51.4pp | 55.6%+42.6pp | 68.1%+30.1pp |
| Annual return | 4.91% | 535.20%-530.3pp | 302.12%-297.2pp | 41.64%-36.7pp |
| Employer contribution / active EE | $2,793 | $586+376.2% | $914+205.5% | $2,551+9.5% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $852 | $1,962-56.6% | $2,495-65.9% | $7,234-88.2% |