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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 | $39,524 | $61,125-35.3% | $94,057-58.0% | $87,485-54.8% |
| Participation rate | 90.6% | 64.1%+26.5pp | 73.3%+17.2pp | 68.9%+21.6pp |
| Annual return | 8.97% | 35.20%-26.2pp | 480.62%-471.7pp | 26.06%-17.1pp |
| Employer contribution / active EE | $4,670 | $2,136+118.6% | $2,933+59.2% | $2,596+79.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,911 | $5,629-48.3% | $7,244-59.8% | $7,775-62.6% |