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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 | $33,899 | $60,139-43.6% | $90,461-62.5% | $79,856-57.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 6.11% | 71.96%-65.9pp | 1294.76%-1288.7pp | 31.71%-25.6pp |
| Employer contribution / active EE | $3,306 | $2,069+59.8% | $3,264+1.3% | $2,471+33.8% |
| Participant deferral / active EE | $2,935 | $2,939-0.1% | $3,964-26.0% | $3,741-21.5% |
| Admin fee / account holder | $2,680 | $3,978-32.6% | $5,617-52.3% | $5,306-49.5% |