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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 | $29,070 | $48,570-40.1% | $130,660-77.8% | $72,976-60.2% |
| Participation rate | 81.8% | 58.6%+23.2pp | 71.7%+10.1pp | 69.5%+12.3pp |
| Annual return | 4.79% | 38.63%-33.8pp | 1709.29%-1704.5pp | 81.02%-76.2pp |
| Employer contribution / active EE | $1,048 | $1,334-21.4% | $4,092-74.4% | $2,440-57.0% |
| Participant deferral / active EE | $2,864 | $2,384+20.2% | $3,603-20.5% | $3,608-20.6% |
| Admin fee / account holder | $6,109 | $3,549+72.1% | $5,463+11.8% | $5,124+19.2% |