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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 | $37,938 | $51,638-26.5% | $68,368-44.5% | $82,448-54.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 7.83% | 37.53%-29.7pp | 292.57%-284.7pp | 41.64%-33.8pp |
| Employer contribution / active EE | $592 | $2,047-71.1% | $2,649-77.7% | $2,551-76.8% |
| Participant deferral / active EE | $3,285 | $2,914+12.8% | $4,123-20.3% | $4,139-20.6% |
| Admin fee / account holder | $7,837 | $4,643+68.8% | $5,150+52.2% | $7,234+8.3% |