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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 | $26,325 | $65,367-59.7% | $92,915-71.7% | $72,976-63.9% |
| Participation rate | 95.7% | 68.3%+27.4pp | 76.0%+19.7pp | 69.5%+26.3pp |
| Annual return | 0.24% | 42.11%-41.9pp | 109.45%-109.2pp | 81.02%-80.8pp |
| Employer contribution / active EE | $3,681 | $2,594+41.9% | $3,653+0.8% | $2,440+50.9% |
| Participant deferral / active EE | $1,809 | $3,128-42.2% | $4,238-57.3% | $3,608-49.8% |
| Admin fee / account holder | $402 | $4,251-90.5% | $5,796-93.1% | $5,124-92.2% |