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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 | $65,495 | $60,139+8.9% | $90,461-27.6% | $79,856-18.0% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 4.41% | 71.96%-67.5pp | 1294.76%-1290.4pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,305 | $2,069-36.9% | $3,264-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $2,339 | $2,939-20.4% | $3,964-41.0% | $3,741-37.5% |
| Admin fee / account holder | $2,381 | $3,978-40.2% | $5,617-57.6% | $5,306-55.1% |