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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 | $37,131 | $48,570-23.6% | $130,660-71.6% | $72,983-49.1% |
| Participation rate | 96.3% | 58.6%+37.8pp | 71.7%+24.6pp | 69.5%+26.9pp |
| Annual return | 7.08% | 38.63%-31.6pp | 1709.29%-1702.2pp | 81.01%-73.9pp |
| Employer contribution / active EE | $1,324 | $1,334-0.8% | $4,092-67.6% | $2,440-45.7% |
| Participant deferral / active EE | $1,564 | $2,384-34.4% | $3,603-56.6% | $3,608-56.6% |
| Admin fee / account holder | $3,469 | $3,549-2.3% | $5,463-36.5% | $5,124-32.3% |