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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 | $53,063-26.6% | $124,206-68.6% | $82,637-52.9% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 9.06% | 68.87%-59.8pp | 515.27%-506.2pp | 53.51%-44.4pp |
| Employer contribution / active EE | $5,436 | $1,530+255.3% | $3,540+53.6% | $2,552+113.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,968-100.0% | $4,126-100.0% |
| Admin fee / account holder | $405 | $4,281-90.5% | $5,929-93.2% | $7,339-94.5% |