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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 | $38,130 | $78,682-51.5% | $109,188-65.1% | $85,851-55.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 1.13% | 25.09%-24.0pp | 25.76%-24.6pp | 318.63%-317.5pp |
| Employer contribution / active EE | $21,087 | $2,734+671.4% | $3,723+466.4% | $2,565+722.0% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,635 | $5,470+76.2% | $6,755+42.6% | $6,261+53.9% |