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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 | $33,713 | $102,595-67.1% | $94,057-64.2% | $154,746-78.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 6.67% | 583.42%-576.7pp | 480.62%-473.9pp | 172.34%-165.7pp |
| Employer contribution / active EE | $1,883 | $3,147-40.2% | $2,933-35.8% | $4,379-57.0% |
| Participant deferral / active EE | $10,356 | $5,118+102.3% | $4,709+119.9% | $6,730+53.9% |
| Admin fee / account holder | $8,137 | $7,736+5.2% | $7,244+12.3% | $14,365-43.4% |