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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 | $53,114 | $65,434-18.8% | $98,483-46.1% | $85,847-38.1% |
| Participation rate | 71.4% | 65.0%+6.4pp | 73.3%-1.9pp | 69.3%+2.1pp |
| Annual return | 8.49% | 21.75%-13.3pp | 1494.38%-1485.9pp | 318.61%-310.1pp |
| Employer contribution / active EE | $1,078 | $2,169-50.3% | $2,961-63.6% | $2,565-58.0% |
| Participant deferral / active EE | $2,447 | $3,168-22.8% | $4,276-42.8% | $3,952-38.1% |
| Admin fee / account holder | $6,516 | $4,595+41.8% | $5,953+9.5% | $6,261+4.1% |