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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 | $63,451 | $160,040-60.4% | $147,096-56.9% | $145,877-56.5% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 9.28% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,896 | $5,289-64.2% | $4,936-61.6% | $4,663-59.3% |
| Participant deferral / active EE | $4,477 | $8,429-46.9% | $8,071-44.5% | $6,691-33.1% |
| Admin fee / account holder | $3,010 | $15,050-80.0% | $13,005-76.9% | $13,402-77.5% |