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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 | $46,621 | $103,038-54.8% | $90,324-48.4% | $152,909-69.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.34% | 95.25%-89.9pp | 78.15%-72.8pp | 345.46%-340.1pp |
| Employer contribution / active EE | $2,641 | $3,141-15.9% | $2,856-7.5% | $4,764-44.6% |
| Participant deferral / active EE | $2,461 | $4,282-42.5% | $3,885-36.7% | $5,851-57.9% |
| Admin fee / account holder | $10,422 | $6,177+68.7% | $5,356+94.6% | $11,601-10.2% |