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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 | $22,709 | $100,139-77.3% | $85,187-73.3% | $145,884-84.4% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 6.90% | 84.15%-77.3pp | 66.67%-59.8pp | 551.85%-545.0pp |
| Employer contribution / active EE | $691 | $3,238-78.7% | $2,732-74.7% | $4,662-85.2% |
| Participant deferral / active EE | $4,327 | $5,296-18.3% | $4,525-4.4% | $6,690-35.3% |
| Admin fee / account holder | $495 | $7,262-93.2% | $6,162-92.0% | $13,392-96.3% |