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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 | $52,353-37.1% | $120,225-72.6% | $82,448-60.1% |
| Participation rate | 90.6% | 58.3%+32.3pp | 69.6%+21.0pp | 68.1%+22.6pp |
| Annual return | 7.34% | 61.85%-54.5pp | 439.23%-431.9pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,533 | $1,510+1.5% | $3,475-55.9% | $2,551-39.9% |
| Participant deferral / active EE | $1,541 | $2,627-41.3% | $3,999-61.5% | $4,139-62.8% |
| Admin fee / account holder | $667 | $4,363-84.7% | $5,696-88.3% | $7,234-90.8% |