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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 | $58,241-68.7% | $81,780-77.7% | $80,911-77.5% |
| Participation rate | 86.7% | 63.4%+23.2pp | 72.4%+14.3pp | 67.6%+19.0pp |
| Annual return | 9.42% | 41.73%-32.3pp | 776.27%-766.8pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,258 | $2,343-46.3% | $2,914-56.8% | $2,756-54.4% |
| Participant deferral / active EE | $1,993 | $3,283-39.3% | $4,321-53.9% | $4,297-53.6% |
| Admin fee / account holder | $1,265 | $4,973-74.6% | $7,384-82.9% | $6,935-81.8% |