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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 | $30,043 | $52,353-42.6% | $120,225-75.0% | $82,448-63.6% |
| Participation rate | 95.6% | 58.3%+37.2pp | 69.6%+26.0pp | 68.1%+27.5pp |
| Annual return | 5.59% | 61.85%-56.3pp | 439.23%-433.6pp | 41.64%-36.0pp |
| Employer contribution / active EE | $2,438 | $1,510+61.5% | $3,475-29.8% | $2,551-4.4% |
| Participant deferral / active EE | $5,514 | $2,627+109.9% | $3,999+37.9% | $4,139+33.2% |
| Admin fee / account holder | $2,585 | $4,363-40.7% | $5,696-54.6% | $7,234-64.3% |