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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 | $21,576 | $103,008-79.1% | $90,304-76.1% | $152,897-85.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 4.37% | 95.22%-90.9pp | 78.13%-73.8pp | 345.43%-341.1pp |
| Employer contribution / active EE | $2,053 | $3,139-34.6% | $2,855-28.1% | $4,764-56.9% |
| Participant deferral / active EE | $2,199 | $4,281-48.6% | $3,885-43.4% | $5,851-62.4% |
| Admin fee / account holder | $1,247 | $6,175-79.8% | $5,354-76.7% | $11,599-89.3% |