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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 | $48,241 | $52,353-7.9% | $120,225-59.9% | $82,448-41.5% |
| Participation rate | 76.4% | 58.3%+18.1pp | 69.6%+6.8pp | 68.1%+8.3pp |
| Annual return | 11.81% | 61.85%-50.0pp | 439.23%-427.4pp | 41.64%-29.8pp |
| Employer contribution / active EE | $3,001 | $1,510+98.7% | $3,475-13.6% | $2,551+17.6% |
| Participant deferral / active EE | $3,728 | $2,627+41.9% | $3,999-6.8% | $4,139-9.9% |
| Admin fee / account holder | $2,091 | $4,363-52.1% | $5,696-63.3% | $7,234-71.1% |