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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 | $63,873 | $49,177+29.9% | $79,466-19.6% | $64,173-0.5% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | -8.22% | -1.16%-7.1pp | 718.28%-726.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,289 | $2,076+106.6% | $2,800+53.2% | $2,381+80.1% |
| Participant deferral / active EE | $3,277 | $2,821+16.2% | $3,704-11.5% | $3,470-5.5% |
| Admin fee / account holder | $1,078 | $3,839-71.9% | $5,104-78.9% | $4,887-77.9% |