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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 | $102,385-28.5% | $147,080-50.2% | $80,935-9.6% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.2pp | 67.7%+15.7pp |
| Annual return | 8.87% | 135.09%-126.2pp | 420.17%-411.3pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,400 | $3,717-62.3% | $4,933-71.6% | $2,757-49.2% |
| Participant deferral / active EE | $3,640 | $6,651-45.3% | $8,066-54.9% | $4,299-15.3% |
| Admin fee / account holder | $1,064 | $7,951-86.6% | $12,989-91.8% | $6,924-84.6% |