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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 | $12,722 | $58,311-78.2% | $81,882-84.5% | $80,959-84.3% |
| Participation rate | 86.2% | 63.5%+22.7pp | 72.4%+13.8pp | 67.7%+18.5pp |
| Annual return | 8.92% | 41.85%-32.9pp | 779.47%-770.6pp | 35.67%-26.7pp |
| Employer contribution / active EE | $1,079 | $2,347-54.0% | $2,916-63.0% | $2,757-60.9% |
| Participant deferral / active EE | $2,395 | $3,287-27.1% | $4,323-44.6% | $4,300-44.3% |
| Admin fee / account holder | $3,747 | $4,752-21.2% | $7,360-49.1% | $6,925-45.9% |