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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 | $33,328 | $88,702-62.4% | $81,780-59.2% | $145,978-77.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 0.85% | 1029.12%-1028.3pp | 776.27%-775.4pp | 550.52%-549.7pp |
| Employer contribution / active EE | $3,660 | $3,084+18.7% | $2,914+25.6% | $4,662-21.5% |
| Participant deferral / active EE | $10,768 | $4,645+131.8% | $4,321+149.2% | $6,690+61.0% |
| Admin fee / account holder | $2,004 | $8,414-76.2% | $7,384-72.9% | $13,400-85.0% |