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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 | $29,780 | $48,011-38.0% | $63,803-53.3% | $82,637-64.0% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 8.57% | 19.84%-11.3pp | 543.72%-535.2pp | 53.51%-44.9pp |
| Employer contribution / active EE | $998 | $1,904-47.6% | $2,532-60.6% | $2,552-60.9% |
| Participant deferral / active EE | $3,495 | $2,846+22.8% | $3,843-9.1% | $4,126-15.3% |
| Admin fee / account holder | $7,446 | $3,873+92.2% | $5,196+43.3% | $7,339+1.5% |