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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 | $17,385 | $58,275-70.2% | $81,844-78.8% | $80,935-78.5% |
| Participation rate | 87.9% | 63.5%+24.4pp | 72.4%+15.5pp | 67.7%+20.2pp |
| Annual return | 10.73% | 41.82%-31.1pp | 778.87%-768.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,739 | $2,346-25.9% | $2,916-40.4% | $2,757-36.9% |
| Participant deferral / active EE | $2,167 | $3,285-34.0% | $4,323-49.9% | $4,299-49.6% |
| Admin fee / account holder | $451 | $4,749-90.5% | $7,355-93.9% | $6,924-93.5% |