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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 | $8,322 | $58,311-85.7% | $81,882-89.8% | $80,959-89.7% |
| Participation rate | 85.7% | 63.5%+22.2pp | 72.4%+13.3pp | 67.7%+18.0pp |
| Annual return | 5.45% | 41.85%-36.4pp | 779.47%-774.0pp | 35.67%-30.2pp |
| Employer contribution / active EE | $1,431 | $2,347-39.0% | $2,916-50.9% | $2,757-48.1% |
| Participant deferral / active EE | $2,711 | $3,287-17.5% | $4,323-37.3% | $4,300-37.0% |
| Admin fee / account holder | $1,074 | $4,752-77.4% | $7,360-85.4% | $6,925-84.5% |