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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 | $26,400 | $49,976-47.2% | $66,674-60.4% | $82,637-68.1% |
| Participation rate | 75.6% | 63.1%+12.5pp | 73.7%+1.9pp | 68.1%+7.6pp |
| Annual return | 11.77% | 39.09%-27.3pp | 321.24%-309.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $822 | $1,988-58.7% | $2,620-68.6% | $2,552-67.8% |
| Participant deferral / active EE | $5,360 | $2,847+88.3% | $4,084+31.3% | $4,126+29.9% |
| Admin fee / account holder | $3,107 | $4,594-32.4% | $5,098-39.1% | $7,339-57.7% |