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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 | $54,339 | $65,575-17.1% | $86,209-37.0% | $75,181-27.7% |
| Participation rate | 91.9% | 60.5%+31.4pp | 69.0%+22.9pp | 67.2%+24.7pp |
| Annual return | 12.41% | 46.07%-33.7pp | 1169.05%-1156.6pp | 160.69%-148.3pp |
| Employer contribution / active EE | $2,730 | $1,553+75.7% | $2,381+14.6% | $2,671+2.2% |
| Participant deferral / active EE | $4,875 | $3,023+61.3% | $3,986+22.3% | $4,126+18.2% |
| Admin fee / account holder | $4,242 | $5,470-22.5% | $6,853-38.1% | $5,650-24.9% |