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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 | $20,051 | $60,128-66.7% | $90,440-77.8% | $79,852-74.9% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 4.29% | 71.95%-67.7pp | 1294.38%-1290.1pp | 31.72%-27.4pp |
| Employer contribution / active EE | $1,117 | $2,068-46.0% | $3,263-65.8% | $2,471-54.8% |
| Participant deferral / active EE | $2,402 | $2,939-18.3% | $3,964-39.4% | $3,740-35.8% |
| Admin fee / account holder | $4,445 | $3,977+11.8% | $5,615-20.8% | $5,306-16.2% |