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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 | $39,209 | $102,422-61.7% | $147,117-73.3% | $80,959-51.6% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 1.45% | 135.16%-133.7pp | 420.54%-419.1pp | 35.67%-34.2pp |
| Employer contribution / active EE | $2,865 | $3,717-22.9% | $4,932-41.9% | $2,757+3.9% |
| Participant deferral / active EE | $10,941 | $6,652+64.5% | $8,065+35.7% | $4,300+154.4% |
| Admin fee / account holder | $11,917 | $7,953+49.8% | $12,993-8.3% | $6,925+72.1% |