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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 | $85,427 | $48,570+75.9% | $130,660-34.6% | $72,983+17.1% |
| Participation rate | 82.9% | 58.6%+24.3pp | 71.7%+11.1pp | 69.5%+13.4pp |
| Annual return | 7.07% | 38.63%-31.6pp | 1709.29%-1702.2pp | 81.01%-73.9pp |
| Employer contribution / active EE | $2,143 | $1,334+60.6% | $4,092-47.6% | $2,440-12.2% |
| Participant deferral / active EE | $1,367 | $2,384-42.6% | $3,603-62.0% | $3,608-62.1% |
| Admin fee / account holder | $2,394 | $3,549-32.5% | $5,463-56.2% | $5,124-53.3% |