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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 | $23,301 | $111,785-79.2% | $93,669-75.1% | $145,877-84.0% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 4.83% | 203.79%-199.0pp | 133.59%-128.8pp | 551.28%-546.4pp |
| Employer contribution / active EE | $1,639 | $3,096-47.1% | $2,424-32.4% | $4,663-64.8% |
| Participant deferral / active EE | $2,693 | $4,919-45.2% | $4,416-39.0% | $6,691-59.7% |
| Admin fee / account holder | $491 | $10,256-95.2% | $8,291-94.1% | $13,402-96.3% |