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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 | $37,260 | $58,258-36.0% | $81,820-54.5% | $80,925-54.0% |
| Participation rate | 91.8% | 63.5%+28.4pp | 72.4%+19.5pp | 67.7%+24.2pp |
| Annual return | 9.45% | 41.76%-32.3pp | 777.93%-768.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $3,009 | $2,345+28.3% | $2,915+3.2% | $2,756+9.2% |
| Participant deferral / active EE | $5,200 | $3,284+58.4% | $4,323+20.3% | $4,299+21.0% |
| Admin fee / account holder | $2,233 | $4,976-55.1% | $7,391-69.8% | $6,940-67.8% |