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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 | $20,623 | $85,171-75.8% | $172,753-88.1% | $72,976-71.7% |
| Participation rate | 95.2% | 70.1%+25.2pp | 82.6%+12.6pp | 69.5%+25.7pp |
| Annual return | 4.77% | 27.32%-22.6pp | 803.00%-798.2pp | 81.02%-76.2pp |
| Employer contribution / active EE | $1,233 | $3,324-62.9% | $5,144-76.0% | $2,440-49.5% |
| Participant deferral / active EE | $2,746 | $3,260-15.8% | $5,198-47.2% | $3,608-23.9% |
| Admin fee / account holder | $1,278 | $5,880-78.3% | $13,956-90.8% | $5,124-75.1% |