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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 | $43,449 | $58,311-25.5% | $81,882-46.9% | $80,959-46.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 8.62% | 41.85%-33.2pp | 779.47%-770.9pp | 35.67%-27.1pp |
| Employer contribution / active EE | $1,681 | $2,347-28.4% | $2,916-42.3% | $2,757-39.0% |
| Participant deferral / active EE | $4,279 | $3,287+30.2% | $4,323-1.0% | $4,300-0.5% |
| Admin fee / account holder | $2,083 | $4,752-56.2% | $7,360-71.7% | $6,925-69.9% |