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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 | $102,382-62.8% | $147,005-74.1% | $80,874-52.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 10.60% | 134.89%-124.3pp | 418.76%-408.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $1,781 | $3,715-52.1% | $4,934-63.9% | $2,756-35.4% |
| Participant deferral / active EE | $2,747 | $6,646-58.7% | $8,070-66.0% | $4,297-36.1% |
| Admin fee / account holder | $2,955 | $7,942-62.8% | $13,006-77.3% | $6,935-57.4% |