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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 | $37,558 | $58,241-35.5% | $81,780-54.1% | $80,911-53.6% |
| Participation rate | 74.5% | 63.4%+11.1pp | 72.4%+2.2pp | 67.6%+6.9pp |
| Annual return | 10.51% | 41.73%-31.2pp | 776.27%-765.8pp | 35.63%-25.1pp |
| Employer contribution / active EE | $1,159 | $2,343-50.5% | $2,914-60.2% | $2,756-57.9% |
| Participant deferral / active EE | $2,517 | $3,283-23.3% | $4,321-41.7% | $4,297-41.4% |
| Admin fee / account holder | $1,724 | $4,973-65.3% | $7,384-76.6% | $6,935-75.1% |