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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 | $27,630 | $53,063-47.9% | $124,206-77.8% | $82,637-66.6% |
| Participation rate | 87.3% | 58.4%+28.9pp | 69.6%+17.7pp | 68.1%+19.2pp |
| Annual return | 11.12% | 68.87%-57.8pp | 515.27%-504.1pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,513 | $1,530-1.1% | $3,540-57.3% | $2,552-40.7% |
| Participant deferral / active EE | $2,211 | $2,644-16.4% | $3,968-44.3% | $4,126-46.4% |
| Admin fee / account holder | $2,523 | $4,281-41.1% | $5,929-57.4% | $7,339-65.6% |