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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 | $25,768 | $102,696-74.9% | $86,235-70.1% | $139,487-81.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 7.07% | 1925.91%-1918.8pp | 1170.03%-1163.0pp | 373.84%-366.8pp |
| Employer contribution / active EE | $1,707 | $3,034-43.7% | $2,381-28.3% | $4,755-64.1% |
| Participant deferral / active EE | $2,202 | $4,679-52.9% | $3,987-44.8% | $6,713-67.2% |
| Admin fee / account holder | $957 | $8,667-89.0% | $6,856-86.0% | $11,407-91.6% |