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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 | $12,128 | $73,107-83.4% | $114,563-89.4% | $87,485-86.1% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 8.59% | 19.47%-10.9pp | 241.09%-232.5pp | 26.06%-17.5pp |
| Employer contribution / active EE | $581 | $1,881-69.1% | $2,592-77.6% | $2,596-77.6% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,124 | $5,770-80.5% | $7,623-85.3% | $7,775-85.5% |