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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 | $39,209 | $102,393-61.7% | $147,041-73.3% | $80,911-51.5% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 1.45% | 134.95%-133.5pp | 419.21%-417.8pp | 35.63%-34.2pp |
| Employer contribution / active EE | $2,865 | $3,715-22.9% | $4,935-41.9% | $2,756+4.0% |
| Participant deferral / active EE | $10,941 | $6,647+64.6% | $8,071+35.6% | $4,297+154.6% |
| Admin fee / account holder | $11,917 | $7,943+50.0% | $13,006-8.4% | $6,935+71.8% |