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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 | $17,310 | $53,063-67.4% | $124,206-86.1% | $82,637-79.1% |
| Participation rate | 85.3% | 58.4%+26.9pp | 69.6%+15.7pp | 68.1%+17.2pp |
| Annual return | 12.20% | 68.87%-56.7pp | 515.27%-503.1pp | 53.51%-41.3pp |
| Employer contribution / active EE | $689 | $1,530-55.0% | $3,540-80.5% | $2,552-73.0% |
| Participant deferral / active EE | $1,761 | $2,644-33.4% | $3,968-55.6% | $4,126-57.3% |
| Admin fee / account holder | $1,290 | $4,281-69.9% | $5,929-78.2% | $7,339-82.4% |