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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 | $32,918 | $56,431-41.7% | $130,788-74.8% | $87,485-62.4% |
| Participation rate | 90.6% | 58.9%+31.7pp | 70.1%+20.5pp | 68.9%+21.7pp |
| Annual return | 7.34% | 91.27%-83.9pp | 386.44%-379.1pp | 26.06%-18.7pp |
| Employer contribution / active EE | $1,533 | $1,549-1.1% | $3,558-56.9% | $2,596-41.0% |
| Participant deferral / active EE | $1,541 | $2,749-43.9% | $4,137-62.7% | $4,274-63.9% |
| Admin fee / account holder | $667 | $4,433-85.0% | $6,673-90.0% | $7,775-91.4% |