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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 | $18,225 | $58,258-68.7% | $81,820-77.7% | $80,925-77.5% |
| Participation rate | 86.7% | 63.5%+23.2pp | 72.4%+14.3pp | 67.7%+19.0pp |
| Annual return | 9.42% | 41.76%-32.3pp | 777.93%-768.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,258 | $2,345-46.4% | $2,915-56.9% | $2,756-54.4% |
| Participant deferral / active EE | $1,993 | $3,284-39.3% | $4,323-53.9% | $4,299-53.6% |
| Admin fee / account holder | $1,265 | $4,976-74.6% | $7,391-82.9% | $6,940-81.8% |