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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 | $38,940 | $65,961-41.0% | $180,320-78.4% | $94,015-58.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 9.06% | 14.27%-5.2pp | 778.54%-769.5pp | 17.84%-8.8pp |
| Employer contribution / active EE | $5,436 | $1,737+212.9% | $4,108+32.4% | $2,790+94.8% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $405 | $4,901-91.7% | $10,000-96.0% | $8,951-95.5% |