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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 | $95,004 | $48,011+97.9% | $63,803+48.9% | $82,637+15.0% |
| Participation rate | 97.3% | 66.6%+30.7pp | 72.7%+24.6pp | 68.1%+29.2pp |
| Annual return | 10.56% | 19.84%-9.3pp | 543.72%-533.2pp | 53.51%-43.0pp |
| Employer contribution / active EE | $935 | $1,904-50.9% | $2,532-63.1% | $2,552-63.4% |
| Participant deferral / active EE | $3,469 | $2,846+21.9% | $3,843-9.7% | $4,126-15.9% |
| Admin fee / account holder | $1,168 | $3,873-69.9% | $5,196-77.5% | $7,339-84.1% |