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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 | $32,723 | $112,112-70.8% | $95,956-65.9% | $158,950-79.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 5.87% | 171.15%-165.3pp | 91.63%-85.8pp | 302.91%-297.0pp |
| Employer contribution / active EE | $1,467 | $3,199-54.1% | $2,541-42.3% | $4,762-69.2% |
| Participant deferral / active EE | $4,556 | $4,784-4.8% | $4,167+9.3% | $5,983-23.8% |
| Admin fee / account holder | $992 | $10,134-90.2% | $6,797-85.4% | $11,248-91.2% |