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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 | $24,942 | $56,431-55.8% | $130,788-80.9% | $87,485-71.5% |
| Participation rate | 78.4% | 58.9%+19.4pp | 70.1%+8.3pp | 68.9%+9.4pp |
| Annual return | 10.44% | 91.27%-80.8pp | 386.44%-376.0pp | 26.06%-15.6pp |
| Employer contribution / active EE | $879 | $1,549-43.2% | $3,558-75.3% | $2,596-66.1% |
| Participant deferral / active EE | $3,145 | $2,749+14.4% | $4,137-24.0% | $4,274-26.4% |
| Admin fee / account holder | $2,449 | $4,433-44.8% | $6,673-63.3% | $7,775-68.5% |