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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 | $52,353-66.9% | $120,225-85.6% | $82,448-79.0% |
| Participation rate | 85.3% | 58.3%+27.0pp | 69.6%+15.7pp | 68.1%+17.2pp |
| Annual return | 12.20% | 61.85%-49.7pp | 439.23%-427.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $689 | $1,510-54.4% | $3,475-80.2% | $2,551-73.0% |
| Participant deferral / active EE | $1,761 | $2,627-33.0% | $3,999-56.0% | $4,139-57.5% |
| Admin fee / account holder | $1,290 | $4,363-70.4% | $5,696-77.4% | $7,234-82.2% |