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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 | $34,204 | $65,575-47.8% | $86,209-60.3% | $75,181-54.5% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | 12.24% | 46.07%-33.8pp | 1169.05%-1156.8pp | 160.69%-148.4pp |
| Employer contribution / active EE | $519 | $1,553-66.6% | $2,381-78.2% | $2,671-80.6% |
| Participant deferral / active EE | $2,399 | $3,023-20.6% | $3,986-39.8% | $4,126-41.8% |
| Admin fee / account holder | $611 | $5,470-88.8% | $6,853-91.1% | $5,650-89.2% |