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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 | $22,838 | $176,688-87.1% | $130,660-82.5% | $152,909-85.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 4.77% | 2693.08%-2688.3pp | 1709.29%-1704.5pp | 345.46%-340.7pp |
| Employer contribution / active EE | $571 | $5,743-90.1% | $4,092-86.0% | $4,764-88.0% |
| Participant deferral / active EE | $4,121 | $4,362-5.5% | $3,603+14.4% | $5,851-29.6% |
| Admin fee / account holder | $1,351 | $7,131-81.1% | $5,463-75.3% | $11,601-88.4% |