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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 | $62,813 | $60,139+4.4% | $90,461-30.6% | $79,856-21.3% |
| Participation rate | 75.9% | 65.0%+10.9pp | 72.7%+3.2pp | 69.6%+6.2pp |
| Annual return | 9.44% | 71.96%-62.5pp | 1294.76%-1285.3pp | 31.71%-22.3pp |
| Employer contribution / active EE | $2,989 | $2,069+44.5% | $3,264-8.4% | $2,471+20.9% |
| Participant deferral / active EE | $2,457 | $2,939-16.4% | $3,964-38.0% | $3,741-34.3% |
| Admin fee / account holder | $3,247 | $3,978-18.4% | $5,617-42.2% | $5,306-38.8% |