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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 | $22,385 | $102,595-78.2% | $94,057-76.2% | $154,746-85.5% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 9.77% | 583.42%-573.7pp | 480.62%-470.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,273 | $3,147-59.5% | $2,933-56.6% | $4,379-70.9% |
| Participant deferral / active EE | $4,928 | $5,118-3.7% | $4,709+4.6% | $6,730-26.8% |
| Admin fee / account holder | $985 | $7,736-87.3% | $7,244-86.4% | $14,365-93.1% |