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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 | $45,173 | $60,139-24.9% | $90,461-50.1% | $79,856-43.4% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 6.74% | 71.96%-65.2pp | 1294.76%-1288.0pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,956 | $2,069-5.4% | $3,264-40.1% | $2,471-20.8% |
| Participant deferral / active EE | $4,426 | $2,939+50.6% | $3,964+11.6% | $3,741+18.3% |
| Admin fee / account holder | $608 | $3,978-84.7% | $5,617-89.2% | $5,306-88.6% |