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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 | $43,620 | $51,638-15.5% | $68,368-36.2% | $82,448-47.1% |
| Participation rate | 80.0% | 63.6%+16.4pp | 73.8%+6.2pp | 68.1%+11.9pp |
| Annual return | 10.75% | 37.53%-26.8pp | 292.57%-281.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,082 | $2,047+1.7% | $2,649-21.4% | $2,551-18.4% |
| Participant deferral / active EE | $3,315 | $2,914+13.8% | $4,123-19.6% | $4,139-19.9% |
| Admin fee / account holder | $30,257 | $4,643+551.6% | $5,150+487.5% | $7,234+318.2% |