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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 | $48,959 | $60,139-18.6% | $90,461-45.9% | $79,856-38.7% |
| Participation rate | 80.6% | 65.0%+15.6pp | 72.7%+7.9pp | 69.6%+10.9pp |
| Annual return | 8.16% | 71.96%-63.8pp | 1294.76%-1286.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,053 | $2,069-49.1% | $3,264-67.7% | $2,471-57.4% |
| Participant deferral / active EE | $2,485 | $2,939-15.4% | $3,964-37.3% | $3,741-33.6% |
| Admin fee / account holder | $544 | $3,978-86.3% | $5,617-90.3% | $5,306-89.7% |