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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 | $52,778 | $39,028+35.2% | $80,741-34.6% | $85,847-38.5% |
| Participation rate | 97.4% | 41.6%+55.8pp | 54.2%+43.2pp | 69.3%+28.0pp |
| Annual return | 5.36% | 26.31%-21.0pp | 87.30%-81.9pp | 318.61%-313.3pp |
| Employer contribution / active EE | $2,632 | $722+264.4% | $1,160+126.8% | $2,565+2.6% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,145-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,233 | $2,429+33.1% | $3,380-4.3% | $6,261-48.4% |