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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 | $58,311-68.7% | $81,882-77.7% | $80,959-77.5% |
| Participation rate | 86.7% | 63.5%+23.2pp | 72.4%+14.3pp | 67.7%+19.0pp |
| Annual return | 9.42% | 41.85%-32.4pp | 779.47%-770.1pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,258 | $2,347-46.4% | $2,916-56.9% | $2,757-54.4% |
| Participant deferral / active EE | $1,993 | $3,287-39.4% | $4,323-53.9% | $4,300-53.7% |
| Admin fee / account holder | $1,265 | $4,752-73.4% | $7,360-82.8% | $6,925-81.7% |