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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 | $51,755 | $102,382-49.4% | $147,005-64.8% | $80,874-36.0% |
| Participation rate | 91.0% | 75.8%+15.2pp | 82.2%+8.9pp | 67.6%+23.4pp |
| Annual return | 11.43% | 134.89%-123.5pp | 418.76%-407.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $2,809 | $3,715-24.4% | $4,934-43.1% | $2,756+1.9% |
| Participant deferral / active EE | $4,723 | $6,646-28.9% | $8,070-41.5% | $4,297+9.9% |
| Admin fee / account holder | $8,422 | $7,942+6.0% | $13,006-35.2% | $6,935+21.4% |