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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 | $53,063-53.0% | $124,206-79.9% | $82,637-69.8% |
| Participation rate | 78.4% | 58.4%+20.0pp | 69.6%+8.8pp | 68.1%+10.3pp |
| Annual return | 10.44% | 68.87%-58.4pp | 515.27%-504.8pp | 53.51%-43.1pp |
| Employer contribution / active EE | $879 | $1,530-42.5% | $3,540-75.2% | $2,552-65.5% |
| Participant deferral / active EE | $3,145 | $2,644+18.9% | $3,968-20.7% | $4,126-23.8% |
| Admin fee / account holder | $2,449 | $4,281-42.8% | $5,929-58.7% | $7,339-66.6% |