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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 | $26,371 | $102,382-74.2% | $147,005-82.1% | $80,874-67.4% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.05% | 134.89%-123.8pp | 418.76%-407.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $3,623 | $3,715-2.5% | $4,934-26.6% | $2,756+31.5% |
| Participant deferral / active EE | $7,946 | $6,646+19.5% | $8,070-1.5% | $4,297+84.9% |
| Admin fee / account holder | $3,024 | $7,942-61.9% | $13,006-76.8% | $6,935-56.4% |