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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 | $26,904 | $49,976-46.2% | $66,674-59.6% | $82,637-67.4% |
| Participation rate | 81.6% | 63.1%+18.5pp | 73.7%+7.9pp | 68.1%+13.5pp |
| Annual return | 3.95% | 39.09%-35.1pp | 321.24%-317.3pp | 53.51%-49.6pp |
| Employer contribution / active EE | $7,558 | $1,988+280.1% | $2,620+188.4% | $2,552+196.1% |
| Participant deferral / active EE | $3,060 | $2,847+7.5% | $4,084-25.1% | $4,126-25.8% |
| Admin fee / account holder | $2,611 | $4,594-43.2% | $5,098-48.8% | $7,339-64.4% |