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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 | $38,176 | $102,393-62.7% | $147,041-74.0% | $80,911-52.8% |
| Participation rate | 90.2% | 75.9%+14.4pp | 82.2%+8.1pp | 67.6%+22.6pp |
| Annual return | 11.73% | 134.95%-123.2pp | 419.21%-407.5pp | 35.63%-23.9pp |
| Employer contribution / active EE | $4,673 | $3,715+25.8% | $4,935-5.3% | $2,756+69.6% |
| Participant deferral / active EE | $7,135 | $6,647+7.3% | $8,071-11.6% | $4,297+66.0% |
| Admin fee / account holder | $5,603 | $7,943-29.5% | $13,006-56.9% | $6,935-19.2% |