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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 | $48,758 | $80,812-39.7% | $160,784-69.7% | $82,448-40.9% |
| Participation rate | 74.7% | 66.2%+8.4pp | 77.0%-2.3pp | 68.1%+6.6pp |
| Annual return | 13.33% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,145 | $2,174-1.3% | $3,733-42.5% | $2,551-15.9% |
| Participant deferral / active EE | $4,688 | $4,335+8.1% | $6,293-25.5% | $4,139+13.2% |
| Admin fee / account holder | $5,050 | $7,695-34.4% | $9,717-48.0% | $7,234-30.2% |