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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 | $33,656 | $102,382-67.1% | $147,005-77.1% | $80,874-58.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 11.27% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $3,726 | $3,715+0.3% | $4,934-24.5% | $2,756+35.2% |
| Participant deferral / active EE | $4,356 | $6,646-34.5% | $8,070-46.0% | $4,297+1.4% |
| Admin fee / account holder | $2,453 | $7,942-69.1% | $13,006-81.1% | $6,935-64.6% |