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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 | $38,924 | $102,382-62.0% | $147,005-73.5% | $80,874-51.9% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 9.29% | 134.89%-125.6pp | 418.76%-409.5pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,727 | $3,715-53.5% | $4,934-65.0% | $2,756-37.3% |
| Participant deferral / active EE | $4,010 | $6,646-39.7% | $8,070-50.3% | $4,297-6.7% |
| Admin fee / account holder | $1,780 | $7,942-77.6% | $13,006-86.3% | $6,935-74.3% |