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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 | $73,175 | $102,393-28.5% | $147,041-50.2% | $80,911-9.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 8.87% | 134.95%-126.1pp | 419.21%-410.3pp | 35.63%-26.8pp |
| Employer contribution / active EE | $1,400 | $3,715-62.3% | $4,935-71.6% | $2,756-49.2% |
| Participant deferral / active EE | $3,640 | $6,647-45.2% | $8,071-54.9% | $4,297-15.3% |
| Admin fee / account holder | $1,064 | $7,943-86.6% | $13,006-91.8% | $6,935-84.7% |