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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 | $84,746 | $132,634-36.1% | $115,768-26.8% | $137,256-38.3% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.4%+2.9pp | 80.0%-2.7pp |
| Annual return | 5.22% | 160.70%-155.5pp | 100.46%-95.2pp | 220.34%-215.1pp |
| Employer contribution / active EE | $1,606 | $3,360-52.2% | $2,940-45.4% | $4,156-61.4% |
| Participant deferral / active EE | $3,789 | $5,619-32.6% | $4,917-22.9% | $6,407-40.9% |
| Admin fee / account holder | $2,309 | $15,028-84.6% | $12,439-81.4% | $12,270-81.2% |