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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 | $20,484 | $111,785-81.7% | $93,669-78.1% | $145,877-86.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 7.19% | 203.79%-196.6pp | 133.59%-126.4pp | 551.28%-544.1pp |
| Employer contribution / active EE | $965 | $3,096-68.8% | $2,424-60.2% | $4,663-79.3% |
| Participant deferral / active EE | $3,350 | $4,919-31.9% | $4,416-24.1% | $6,691-49.9% |
| Admin fee / account holder | $5,449 | $10,256-46.9% | $8,291-34.3% | $13,402-59.3% |