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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 | $37,058 | $102,422-63.8% | $147,117-74.8% | $80,959-54.2% |
| Participation rate | 96.3% | 75.9%+20.4pp | 82.2%+14.1pp | 67.7%+28.6pp |
| Annual return | 10.22% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,108 | $3,717-43.3% | $4,932-57.3% | $2,757-23.5% |
| Participant deferral / active EE | $3,433 | $6,652-48.4% | $8,065-57.4% | $4,300-20.2% |
| Admin fee / account holder | $693 | $7,953-91.3% | $12,993-94.7% | $6,925-90.0% |