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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 | $53,063-43.4% | $124,206-75.8% | $82,637-63.6% |
| Participation rate | 95.6% | 58.4%+37.1pp | 69.6%+26.0pp | 68.1%+27.5pp |
| Annual return | 5.59% | 68.87%-63.3pp | 515.27%-509.7pp | 53.51%-47.9pp |
| Employer contribution / active EE | $2,438 | $1,530+59.3% | $3,540-31.1% | $2,552-4.5% |
| Participant deferral / active EE | $5,514 | $2,644+108.5% | $3,968+39.0% | $4,126+33.6% |
| Admin fee / account holder | $2,585 | $4,281-39.6% | $5,929-56.4% | $7,339-64.8% |