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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 | $71,493 | $102,663-30.4% | $86,216-17.1% | $139,466-48.7% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 4.97% | 1924.52%-1919.5pp | 1169.42%-1164.4pp | 373.66%-368.7pp |
| Employer contribution / active EE | $1,786 | $3,035-41.2% | $2,382-25.0% | $4,754-62.4% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,337 | $8,663-15.3% | $6,853+7.1% | $11,409-35.7% |