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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 | $34,834 | $90,614-61.6% | $76,089-54.2% | $145,877-76.1% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.1%+7.8pp | 80.3%-3.4pp |
| Annual return | 6.23% | 623.80%-617.6pp | 360.94%-354.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $2,191 | $3,324-34.1% | $2,690-18.5% | $4,663-53.0% |
| Participant deferral / active EE | $3,296 | $5,168-36.2% | $4,259-22.6% | $6,691-50.7% |
| Admin fee / account holder | $5,490 | $8,376-34.5% | $6,418-14.5% | $13,402-59.0% |