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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 | $27,662 | $77,157-64.1% | $108,405-74.5% | $85,851-67.8% |
| Participation rate | 90.5% | 74.7%+15.8pp | 80.1%+10.3pp | 69.3%+21.2pp |
| Annual return | 7.81% | 44.55%-36.7pp | 905.55%-897.7pp | 318.63%-310.8pp |
| Employer contribution / active EE | $1,329 | $2,379-44.1% | $3,559-62.6% | $2,565-48.2% |
| Participant deferral / active EE | $3,352 | $5,567-39.8% | $6,563-48.9% | $3,952-15.2% |
| Admin fee / account holder | $681 | $5,174-86.8% | $7,297-90.7% | $6,261-89.1% |