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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 | $50,295 | $65,434-23.1% | $98,483-48.9% | $85,847-41.4% |
| Participation rate | 82.4% | 65.0%+17.3pp | 73.3%+9.0pp | 69.3%+13.0pp |
| Annual return | 9.14% | 21.75%-12.6pp | 1494.38%-1485.2pp | 318.61%-309.5pp |
| Employer contribution / active EE | $3,339 | $2,169+54.0% | $2,961+12.8% | $2,565+30.2% |
| Participant deferral / active EE | $2,379 | $3,168-24.9% | $4,276-44.4% | $3,952-39.8% |
| Admin fee / account holder | $8,316 | $4,595+81.0% | $5,953+39.7% | $6,261+32.8% |