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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 | $15,870 | $58,311-72.8% | $81,882-80.6% | $80,959-80.4% |
| Participation rate | 90.9% | 63.5%+27.4pp | 72.4%+18.5pp | 67.7%+23.2pp |
| Annual return | 8.76% | 41.85%-33.1pp | 779.47%-770.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,774 | $2,347-24.4% | $2,916-39.2% | $2,757-35.7% |
| Participant deferral / active EE | $3,940 | $3,287+19.9% | $4,323-8.9% | $4,300-8.4% |
| Admin fee / account holder | $2,914 | $4,752-38.7% | $7,360-60.4% | $6,925-57.9% |