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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 | $44,408 | $93,373-52.4% | $152,473-70.9% | $85,847-48.3% |
| Participation rate | 81.5% | 70.1%+11.4pp | 78.2%+3.3pp | 69.3%+12.2pp |
| Annual return | 11.39% | 21.84%-10.5pp | 757.59%-746.2pp | 318.61%-307.2pp |
| Employer contribution / active EE | $2,141 | $2,996-28.5% | $4,326-50.5% | $2,565-16.6% |
| Participant deferral / active EE | $3,807 | $4,550-16.3% | $5,817-34.6% | $3,952-3.7% |
| Admin fee / account holder | $1,939 | $13,853-86.0% | $15,811-87.7% | $6,261-69.0% |