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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 | $38,054 | $102,429-62.8% | $147,096-74.1% | $80,925-53.0% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 10.60% | 135.02%-124.4pp | 419.75%-409.2pp | 35.65%-25.1pp |
| Employer contribution / active EE | $1,781 | $3,716-52.1% | $4,936-63.9% | $2,756-35.4% |
| Participant deferral / active EE | $2,747 | $6,649-58.7% | $8,071-66.0% | $4,299-36.1% |
| Admin fee / account holder | $2,955 | $7,957-62.9% | $13,005-77.3% | $6,940-57.4% |